Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wong Ark is a financial advisor at Stifel, Nicolaus & Company, Inc. located in HONOLULU, HI. Michael has been in the financial industry for over 30 years and holds Series 63, Series 7, and SIE licenses. Michael has a proven track record of success in providing financial advice to individuals, families, and businesses. Michael is committed to providing clients with personalized financial advice and investment strategies that meet their unique needs and 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
HI
10/26/2015 - Present
Stifel, Nicolaus & Company, Inc. (HONOLULU HI)
HI
06/01/2009 - 10/28/2015
MORGAN STANLEY (HONOLULU HI)
HI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HONOLULU HI)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/23/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 06/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
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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