Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Colbridge is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been in the industry since 1998. Michael is registered with the state of Pennsylvania as an investment advisor representative and as a registered representative. Michael also has a Series 7 and Series 65 license. Michael has experience working with a variety of clients including individuals, corporations, charitable organizations, insurance companies, and pooled investment vehicles. Michael can provide financial planning, portfolio management, and other services.
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
PA
10/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
08/05/2005 - 04/20/2009
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
MO
06/04/1999 - 08/12/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/03/1999 - 03/18/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
04/22/1998 - 02/01/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/22/1998 - 02/01/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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