Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Armon is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Stifel, Nicolaus & Company, Inc. Michael is also registered as an Investment Advisor Representative in Idaho and Texas. Michael is a Certified Financial Planner and has passed the Series 3, 4, 7, 8, 9, 10, 24, 63, and 65 examinations. Prior to joining Stifel, Nicolaus & Company, Inc., Michael worked at Morgan Stanley and Citigroup Global Markets 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
ID
07/31/2019 - Present
Stifel, Nicolaus & Company, Inc. (COEUR D'ALENE ID)
ID
06/01/2009 - 06/04/2013
MORGAN STANLEY (COEUR D'ALENE ID)
ID
05/22/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COEUR D'ALENE ID)
MT
08/01/1979 - 05/26/1998
D.A. DAVIDSON & CO. (GREAT FALLS MT)
IA
Issued 02/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/06/1982
Series 4 - Registered Options Principal Examination
BC
Issued 07/09/1981
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1979
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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