Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Silverman is a financial professional with over 30 years of experience in the industry. Michael is currently registered with Stifel, Nicolaus & Company, Inc., where Michael has been employed since February 2018. Prior to that, Michael was employed with Oppenheimer & Co. Inc. and W.H. Newbold's Son & Co., Inc. Michael holds a Series 7, Series 63, and Series 65 licenses, along with the Securities Industry Essentials (SIE) exam. Michael is registered to provide investment advice in 17 states.
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
02/20/2018 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
01/02/1992 - 02/23/2018
OPPENHEIMER & CO. INC. (RADNOR PA)
NA
05/25/1990 - 12/31/1991
W.H. NEWBOLD'S SON & CO., INC.
NY
01/24/1989 - 05/29/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
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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