Michael KallozCRD Number: 5475067
Current Firm: Stifel, Nicolaus & Company, Incorporated
Michael Kalloz (CRD# 5475067) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in York, PA and has over 8 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
Red Wave Investments
|Stifel Nicolaus & Co Inc.||York, PA||Oct 2013 - Current||3|
|Bank Of America, Na||York, PA||Jul 2010 - Oct 2013||3|
|Merrill Lynch||York, PA||Mar 2010 - Jul 2010||< 1|
|Wachovia Securities, LLC||Philadelphia, PA||Mar 2008 - Mar 2010||2|
|Wachovia Bank||Lancaster, PA||Dec 2007 - Mar 2010||2|
|Countrywide Home Loans||New Castle, DE||Jul 2007 - Dec 2007||< 1|
|Unemployed||Philadelphia, PA||May 2007 - Jul 2007||< 1|
|Champion Mortgage||Marlton, NJ||Aug 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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