About Me
Education
- Attended Southern Connecticut State University
- Series 7, General Securities Representative
- Series 9 & 10, General Securities Sales Supervisor
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
Experience
William began his investment industry career in 1968 and joined Stifel in 2012.
About Me
Education
- Bachelor of Science, Finance, Quinnipiac University
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
- Past President of Vista Endowment Fund
Robert began his investment industry career in 2001 and joined Stifel in 2012.
About Me
Education
- Bachelor of Arts, Business Administration, Gettysburg College
- Master of Business Administration, Business Administration - Finance, University of New Haven
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- Life, Health, and Variable Insurance
Experience
Michael began his financial services industry career in 1986 and joined Stifel in 2012.
