Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dean Jund is a financial advisor who has been in the industry since 1999. Michael is currently registered with Mutual of Omaha Investor Services, Inc. and provides financial planning and portfolio management services to individuals and businesses. Michael has previously held positions at NYLIFE SECURITIES LLC, HORNOR, TOWNSEND & KENT, LLC, ONEAMERICA SECURITIES, INC., THRIVENT INVESTMENT MANAGEMENT INC., THE O.N. EQUITY SALES COMPANY, TRANSAMERICA FINANCIAL ADVISORS, INC, MML INVESTORS SERVICES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, CUNA BROKERAGE SERVICES, INC., and CENTURY INVESTORS OF AMERICA, INC. Michael is registered with the state of Massachusetts.
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.
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.
Promoter fees and third party money manager fees
1
2
MA
11/10/2022 - Present
Mutual OF Omaha Investor Services, Inc. (BRAINTREE MA)
MA
07/30/2021 - 08/25/2022
NYLIFE SECURITIES LLC (WALTHAM MA)
PA
09/14/2017 - 08/07/2019
HORNOR, TOWNSEND & KENT, LLC (HORSHAM PA)
IN
04/28/2015 - 01/25/2017
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IA
03/05/2014 - 09/10/2014
THRIVENT INVESTMENT MANAGEMENT INC. (JOHNSTON IA)
OH
12/08/2010 - 01/08/2014
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IA
06/01/2009 - 10/08/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)
IA
11/15/2001 - 08/01/2008
MML INVESTORS SERVICES, INC. (WEST DES MOINES IA)
IA
12/14/1998 - 05/15/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
OH
05/01/1996 - 11/10/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IA
12/01/1993 - 04/10/1996
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
11/24/1993 - 12/01/1993
CENTURY INVESTORS OF AMERICA, INC.
BOTH
Issued 07/03/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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