Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Scarcelli is a financial advisor with Stifel, Nicolaus & Company, Inc. Michelle has been in the financial services industry since 1997. Michelle is registered with FINRA and has Series 7, Series 31, and Series 63 securities licenses. Michelle is also a registered Investment Advisor representative. Michelle specializes in providing financial planning, portfolio management for individuals and businesses, and investment advisory services 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.
1
2
CA
05/03/2021 - Present
Stifel, Nicolaus & Company, Inc. (NEWPORT BEACH CA)
CA
10/25/2010 - 05/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
CA
11/26/1997 - 11/23/2010
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
IA
Issued 12/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1997
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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