Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Behling is a financial advisor with Stifel, Nicolaus & Company, Inc. in BLUE ASH, OH. Michele has been in the financial industry since 2010 and has been registered with Stifel, Nicolaus & Company, Inc. since 2019. Prior to joining Stifel, Nicolaus & Company, Inc. Michele was employed by Morgan Stanley. Michele is a Certified Financial Planner and holds Series 7, Series 66 and SIE licenses.
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.
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2
OH
08/18/2023 - Present
Stifel, Nicolaus & Company, Inc. (BLUE ASH OH)
OH
04/22/2015 - 02/13/2019
MORGAN STANLEY (CINCINNATI OH)
CT
04/10/2013 - 04/29/2014
MORGAN STANLEY (STAMFORD CT)
CT
06/01/2009 - 10/03/2011
MORGAN STANLEY SMITH BARNEY (STAMFORD CT)
CT
11/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
BOTH
Issued 05/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2007
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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