Unclaimed
Michael David Dudash is an investment advisor representative registered with Truist Advisory Services, Inc. Michael is registered in Georgia, and 52 other states. Michael has been in the securities industry for over 2 years. Michael’s previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael has passed the Series 66, Series 7TO, and SIE exams. Michael is a financial advisor specializing in financial planning, portfolio management for individuals and businesses, and selection of other advisers. Michael is also involved in the publication of periodicals, and offers a wrap fee product and financial profiling services using desktop software.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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2
GA
01/26/2022 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
11/13/2020 - 06/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 12/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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