Unclaimed
Michael Dunlap Napier is a financial advisor with Horan Securities, Inc. in Cincinnati, OH, and Fort Mitchell, KY. Michael has been a registered representative since 2000, and has a wide range of experience in the financial services industry. Michael holds a variety of licenses and certifications, including the Series 6, 7, 26, 31, 63, and 66 exams. Michael is also a Certified Financial Planner. Michael provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Michael is a registered representative of Horan Securities, Inc. and offers securities and investment advisory services through Horan Securities, Inc.
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.
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.
1
2
OH
05/30/2024 - Present
Horan Securities, Inc. (CINCINNATI OH)
MO
02/28/2002 - 03/03/2005
NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)
NY
08/16/2000 - 08/27/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 06/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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