Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Dunn has been in the financial services industry since 1985. John is a registered representative of Momentum Independent Network Inc. John is also a Registered Investment Advisor and offers financial planning, educational seminars and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
10/25/2011 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
08/25/2006 - 09/16/2010
RBC CAPITAL MARKETS CORPORATION (HOUSTON TX)
TX
07/06/2001 - 09/11/2006
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TN
03/04/1997 - 07/18/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
07/06/1994 - 01/31/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/09/1991 - 08/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
12/24/1987 - 01/16/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/24/1985 - 01/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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