Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dudley Williams is an active investment advisor representative with Mariner Wealth. Michael has been in the industry for over 25 years. Michael has a broad range of experience in the financial services industry, including investment management, financial planning, and retirement planning. Michael is dedicated to providing his clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Family office services
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
07/12/2024 - Present
Mariner Wealth (Fresno CA)
CA
02/21/2023 - 03/08/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRESNO CA)
CT
08/11/2014 - 01/05/2015
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
AL
01/14/2013 - 08/18/2014
PROEQUITIES, INC. (BIRMINGHAM AL)
WI
01/03/2011 - 09/18/2012
WELLS FARGO ADVISORS, LLC (MILWAUKEE WI)
WI
08/29/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MILWAUKEE WI)
IL
07/01/2006 - 08/01/2008
J.P. MORGAN SECURITIES INC. (ROCKFORD IL)
IL
03/12/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (ROCKFORD IL)
NJ
09/30/1996 - 03/22/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 03/06/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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