Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Thornton Taylor is a financial advisor with Stifel, Nicolaus & Company, Inc. Michelle has been in the industry since November 2001. Michelle is registered with the state of Georgia and Texas and has a Series 63, 65, 7 and SIE. Michelle holds a Series 63 license, a Series 65 license, and a Series 7 license. Michelle offers various financial services to clients, including portfolio management, financial planning and educational seminars. Michelle has experience in the industry, providing financial guidance to individuals and businesses.
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
GA
04/06/2020 - Present
Stifel, Nicolaus & Company, Inc. (VALDOSTA GA)
GA
11/02/2001 - 04/04/2011
SYNOVUS SECURITIES, INC. (VALDOSTA GA)
IA
Issued 03/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2001
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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