Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Morchower is a financial advisor with Stifel, Nicolaus & Company, Inc. He is registered with the Financial Industry Regulatory Authority (FINRA) and has been working in the financial services industry since 1996. Michael has a broad range of experience, having previously worked for Sterne, Agee & Leach, Inc. and Scott & Stringfellow, LLC. His expertise spans multiple financial areas including securities, investment banking, and wealth management. He holds a Series 7 and Series 63 license, as well as a Series 24 license, reflecting his qualifications in a variety of areas. Michael's focus is on helping clients achieve their financial goals.
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
VA
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (RICHMOND VA)
VA
05/17/2010 - 06/05/2015
STERNE, AGEE & LEACH, INC. (RICHMOND VA)
VA
02/24/1997 - 06/01/2010
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
NY
12/11/1995 - 09/03/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1995
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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