Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mona? Claim Your ProfileMona Delaine Mikell is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. based in Savannah, Georgia. Mona has been in the securities industry since 1988. Mona holds the Series 7, Series 31, and Series 63 licenses. Mona has experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and 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.
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2
GA
07/07/2015 - Present
Stifel, Nicolaus & Company, Inc. (SAVANNAH GA)
GA
04/23/2010 - 07/07/2015
STERNE, AGEE & LEACH, INC. (SAVANNAH GA)
GA
06/01/2009 - 04/27/2010
MORGAN STANLEY SMITH BARNEY (SAVANNAH GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAVANNAH GA)
GA
07/20/1988 - 04/02/2007
MORGAN STANLEY DW INC. (SAVANNAH GA)
BC
Issued 10/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1988
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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