Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Mary Eggers is a financial advisor currently working at Stifel, Nicolaus & Company, Inc.. Michelle has been in the industry since 2001. Michelle is registered as a Registered Representative in Washington state and has been with Stifel, Nicolaus & Company, Inc. since April 2019. Michelle has a history of working in the financial industry, having previously worked at Morgan Stanley from 2009 to 2019 and Citigroup Global Markets Inc. from 2001 to 2009. Michelle has a Series 66, Series 7 and a SIE license.
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
WA
05/15/2019 - Present
Stifel, Nicolaus & Company, Inc. (SPOKANE WA)
WA
06/01/2009 - 04/09/2019
MORGAN STANLEY (OLYMPIA WA)
WA
02/01/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OLYMPIA WA)
BOTH
Issued 12/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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