Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Celeste White is a registered representative and investment advisor representative with Stifel, Nicolaus & Company, Inc., working out of the SAN DIEGO, CA branch office. Michelle is registered in 30 states for broker-dealer activities and in 2 states for investment advisor activities. Michelle has worked in the securities industry since 2022. Michelle offers financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals and pooled investment vehicles.
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
CA
10/26/2022 - Present
Stifel, Nicolaus & Company, Inc. (SAN DIEGO CA)
BOTH
Issued 05/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2022
SIE - Securities Industry Essentials 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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