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National Investment Services OF America, LLC | CFA ® (Certifications)

location

MILWAUKEE, WI

0 Disclosures

ADVISOR BIO

Michael David Fohr is a financial advisor at National Investment Services of America, LLC in Milwaukee, Wisconsin. Michael has been in the industry since 2013 and holds a Series 65 license. Michael is also a Chartered Financial Analyst (CFA). Michael's specialties include investment company, individual, and pooled investment vehicle portfolio management.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Argo Infrastructure Partners LP

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Michael Madia is an Investment Adviser Representative at Argo Infrastructure Partners LP. Michael has been in the industry since January 2015. Michael is registered with the state of New York. Argo Infrastructure Partners LP is headquartered in New York, NY. The firm provides portfolio management services to pooled investment vehicles. The firm manages $6,448,069,547 in client assets.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

GARDEN CITY, NY

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Michael Stiuso is a registered representative and investment advisor representative with Stifel, Nicolaus & Company, Inc.. Michael has been in the securities industry since November 1984. Michael has a wide range of experience, working with a variety of clients, including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, insurance companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

DALLAS, TX

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Michael Salinaro is a financial professional with over 40 years of experience in the securities industry. He currently works as a Registered Representative for Stifel, Nicolaus & Company, Inc. Michael has held various positions in the industry, including roles at Robert W. Baird & Co. Incorporated and Underwood, Neuhaus & Co., Incorporated. He is registered in multiple states and holds several industry licenses. His expertise includes financial planning, pension consulting, and portfolio management. Michael's focus is on providing personalized financial solutions to individuals and businesses, with a commitment to building long-lasting relationships.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cibc Private Wealth Advisors, Inc.

location

Austin, TX

0 Disclosures

ADVISOR BIO

Michael Ryan Smith is a financial advisor based in Austin, Texas. Michael has been working in the financial industry for over 15 years and has a broad range of experience in providing financial advice to individuals, families, businesses, and institutions. Michael is registered with CIBC Private Wealth Advisors, Inc. Prior to joining CIBC Private Wealth Advisors, Inc., Michael worked for Raymond James Financial Services, Inc., and Quasar Distributors, LLC. Michael has a wide range of financial knowledge and expertise.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INDEX PROVIDER
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

HOUSTON, TX

experience

46 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Hoctor is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Oppenheimer & Co. Inc. in Houston, TX, and holds a Series 65 and Series 63 license. Previously, Michael was registered with CIBC WORLD MARKETS CORP. and Oppenheimer & Co., Inc., as well as DEAN WITTER REYNOLDS INC., IDS LIFE INSURANCE COMPANY, IDS MARKETING CORPORATION and INVESTORS DIVERSIFIED SERVICES, INC.. Michael's experience includes portfolio management for individuals and businesses, financial planning, and pension consulting. Michael is dedicated to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

WAYZATA, MN

experience

46 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael John Adams is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. in Wayzata, Minnesota. Michael has been in the securities industry since 1978. Michael is licensed to provide advisory services in Arizona, California, Colorado, Florida, Georgia, Idaho, Kansas, Minnesota, Nevada, New Jersey, North Carolina, North Dakota, Oregon, Virginia, and Wisconsin. Michael's firm, Stifel, Nicolaus & Company, Inc., provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Michael Craig Tedesco is an Investment Advisor Representative at Robert W. Baird & Co. Inc. based in Milwaukee, WI. Michael has over 40 years of experience in the industry, having previously worked at The Ohio Company. Michael holds several licenses and qualifications including Series 7, Series 24 and Series 63, as well as the SIE exam. Michael is licensed in Ohio, Virginia and Wisconsin. Michael specializes in working with corporations or other businesses, high net worth individuals, individuals other than high net worth, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

MORRISTOWN, NJ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Michael Serio is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 15 years of experience in the financial services industry. Michael holds the Series 63, Series 7, and SIE licenses. Michael specializes in investment planning, pension consulting, and educational seminars for clients of all types, including individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Gregory J. Schwartz & CO., Inc.

location

BLOOMFIELD HILLS, MI

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Obrien is a registered investment advisor representative with Gregory J. Schwartz & Co., Inc. Michael has been in the industry since October 1, 1998. Michael is registered with the state of Michigan. The firm specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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