Unclaimed
Sheryl A. Mifflin is a financial professional with over 10 years of experience in the financial services industry. Sheryl is currently registered with Stifel, Nicolaus & Company, Inc. in FLINT, MI. Prior to her current role, Sheryl was registered with Ameriprise Financial Services, Inc. in Grand Blanc, MI and Ameriprise Advisor Services, Inc. in Shelby Township, MI. Sheryl holds the Series 63, SIE and Series 7 licenses. Sheryl is a registered representative in 36 states and the District of Columbia. Stifel, Nicolaus & Company, Inc. is a full-service investment firm with over 2,500 licensed agents and approximately $1 trillion in assets under management.
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
MI
08/08/2018 - Present
Stifel, Nicolaus & Company, Inc. (FLINT MI)
MI
10/05/2009 - 08/20/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Grand Blanc MI)
MI
12/19/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SHELBY TOWNSHIP MI)
BC
Issued 02/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
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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