Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dunn is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Bakeravenue in California and Washington. Michael has previously worked for Morgan Stanley, U.S. BANCORP INVESTMENTS, INC., FIDELITY BROKERAGE SERVICES LLC, and WELLS FARGO ADVISORS, LLC. Michael's specializations include financial planning, portfolio management for individuals, and educational seminars. Michael offers advisory services in California and Washington.
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.
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CA
01/21/2022 - Present
Bakeravenue (Del Mar CA)
CA
10/29/2021 - 01/11/2022
MORGAN STANLEY (La Jolla CA)
CO
09/30/2016 - 07/09/2021
U.S. BANCORP INVESTMENTS, INC. (NORTHGLENN CO)
UT
08/20/2015 - 06/20/2016
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
CA
04/08/2014 - 08/12/2015
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
CA
09/22/2009 - 02/25/2014
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
CO
05/02/2001 - 09/23/2009
WELLS FARGO INVESTMENTS, LLC (BOULDER CO)
CA
02/25/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
09/12/1997 - 03/09/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 09/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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