Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Christine Stebbins is a financial advisor with Stifel, Nicolaus & Company, Inc. Michelle has been in the industry since 2000, and has worked at several firms prior to joining Stifel. Michelle holds Series 3, 7, 9, 10, 31, 63 and 65 licenses, and is registered to provide investment advice in 42 states. Michelle specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for 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.
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2
MI
05/18/2018 - Present
Stifel, Nicolaus & Company, Inc. (SOUTHFIELD MI)
MI
07/23/2008 - 05/23/2018
WELLS FARGO CLEARING SERVICES, LLC (FLINT MI)
MI
11/09/2007 - 07/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND BLANC MI)
MI
04/07/2000 - 11/21/2007
UBS FINANCIAL SERVICES INC. (FLINT MI)
IA
Issued 03/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2017
Series 3 - National Commodity Futures Examination
BC
Issued 01/31/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/2000
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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