Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Hattam is a financial advisor associated with Stifel, Nicolaus & Company, Inc., located in Omaha, NE. Michelle has been in the financial industry since December 1999. Michelle is registered with FINRA and the state of Nebraska. Michelle has experience with a range of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Michelle offers a variety of financial services including financial planning, portfolio management, and pension consulting.
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
NE
04/30/2024 - Present
Stifel, Nicolaus & Company, Inc. (OMAHA NE)
NE
01/03/2011 - 04/23/2024
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
NE
07/22/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (OMAHA NE)
MO
05/03/2004 - 06/24/2004
SCOTTRADE, INC. (ST. LOUIS MO)
CA
04/16/2001 - 05/16/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NE
05/06/1998 - 09/26/2000
AMERITRADE (BELLEVUE NE)
BOTH
Issued 02/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/18/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
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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