Unclaimed
Michael Dale Dashiell is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Charles Schwab & CO., Inc. and has been with the firm since May 10, 2024. Prior to that, Michael was a registered representative with TD AMERITRADE, INC. from April 22, 2006, to May 10, 2024. Michael has a broad range of experience in the financial services industry, holding licenses to sell a variety of financial products and services, including securities, commodities, and forex. Michael's expertise and dedication to client service make them a valuable resource for individuals seeking financial guidance and advice.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
05/10/2024 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
04/22/2006 - 05/10/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
12/22/2017 - 04/20/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
09/02/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
NE
01/03/2002 - 02/10/2003
AMERITRADE, INC. (OMAHA NE)
NE
09/03/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
NA
05/07/1998 - 08/04/1998
AMERITRADE
MN
02/25/1993 - 09/23/1994
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 09/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2007
Series 4 - Registered Options Principal Examination
BC
Issued 08/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/12/2019
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 3 - National Commodity Futures Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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