Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Marie Daniels Sabo has been in the financial services industry since 2001. Michelle is a Registered Representative and Investment Advisor Representative with Stifel, Nicolaus & Company, Inc. Michelle has previously worked with A. G. Edwards & Sons, Inc., Royal Alliance Associates, Inc., Edward Jones, and Wells Fargo Clearing Services, LLC. Michelle holds Series 7 and Series 66 licenses. Michelle specializes in portfolio management for individuals, businesses, pooled investment vehicles, and financial planning.
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
IL
08/03/2021 - Present
Stifel, Nicolaus & Company, Inc. (O'FALLON IL)
IL
01/01/2008 - 08/11/2021
WELLS FARGO CLEARING SERVICES, LLC (O FALLON IL)
IL
08/15/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRVIEW HEIGHTS IL)
AZ
03/31/2004 - 08/12/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MO
09/06/2001 - 03/18/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
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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