Howard Margolis
Senior Vice President/Investments - Stifel
- Role
- Senior Vice President Investments - Stifel at Stifel Financial Corp.
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Howard Margolis
Let\'s build your future, together. My interest in finance began many years ago as…
Experience
Senior Vice President Investments - Stifel
Nov 2021 — Present
I am committed to making a powerful difference in my clients\' lives and helping them make their personal, family, and business dreams a reality. The trust and confidence of my clients is my most treasured asset. I strive to help my clients grow, manage, and preserve their assets. I use my knowledge of the financial markets to assist clients with making prudent decisions for long-term financial success.
Skills
- Equities
- Management
- Financial Services
- Business Development
- Wealth Management
- Series 7
- Alternative Investments
- Portfolio Management
- Loans
- Financial Advisory
- Private Banking
- Securities
- Estate Planning
- Financial Planning
- Mortgage Lending
- Wealth
- Fiduciary Management
- Asset Management
- Series 63
- Investments
- Fixed Income
- Finance
- Investment Advisory
- Strategic Financial Planning
- Wealth Management Services
- Investment Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Insurance
- Retirement Planning
- Credit
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