Unclaimed
Michael Dunlap is a registered representative with PFS Investments Inc. Michael is licensed to sell securities in Maryland, Pennsylvania, and Texas. Michael has passed the Series 6TO, SIE, and Series 63 exams. Michael has been in the industry for 6 months and has experience in providing investment advice to individuals. Michael Dunlap is currently located in Houston, Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/03/2024 - Present
PFS Investments Inc. (HOUSTON TX)
BC
Issued 08/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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