Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lavallee is a financial advisor at Stifel, Nicolaus & Company, Inc. Michael has been in the industry since August 1999. Michael is registered with the state of Arizona and holds the Series 7, 50, 52TO, and SIE licenses. Michael has experience with a variety of financial products and services, including portfolio management, financial planning, and pension consulting. Michael's previous experience includes working for Stone & Youngberg LLC and Peacock, Hislop, Staley & Given, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
09/30/2011 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
AZ
08/01/2002 - 09/30/2011
STONE & YOUNGBERG LLC (PHOENIX AZ)
AZ
08/31/1999 - 08/30/2002
PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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