Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sirianni is an investment advisor representative at Stifel Independent Advisors, LLC with 45 years of experience in the industry. Michael's work history includes time at LPL Financial LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch, Pierce, Fenner & Smith, Inc. Michael has passed the Series 63, 65, 7, 8, 9, 10, 52TO, and SIE exams and is registered to conduct business in Alabama, Florida, New Jersey, Ohio, Pennsylvania and West Virginia. Michael can provide financial planning and portfolio management services to individuals, businesses and corporations, charitable organizations, and pension and profit-sharing plans.
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
MO
10/06/2014 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
PA
03/17/2011 - 10/10/2014
LPL FINANCIAL LLC (SHARON PA)
OH
06/01/2009 - 03/23/2011
MORGAN STANLEY SMITH BARNEY (YOUNGSTOWN OH)
OH
12/08/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (YOUNGSTOWN OH)
NY
09/26/1978 - 12/11/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
04/01/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 06/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal 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 06/18/1982
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 03/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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