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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dunn is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael has been in the financial services industry for over 10 years. Michael has a Series 7, Series 63, and Series 66 license. Michael's previous experience includes working at Lincoln Investment and Charles Schwab & Co., Inc. Michael is based in Indianapolis, Indiana and is a Certified Financial Planner.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
04/24/2024 - Present
Cambridge Investment Research Advisors, Inc. (Indianapolis IN)
IN
01/17/2018 - 12/31/2019
LINCOLN INVESTMENT (INDIANAPOLIS IN)
IN
02/11/2014 - 12/18/2017
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 11/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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