Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fitzgerald Dunne is a registered investment advisor with over 30 years of experience in the financial services industry. Michael is currently affiliated with Uhlmann Investment Management, LLC, a firm he joined in March 2022. Prior to this role, Michael has held positions with various other firms including Forest Securities, Inc. and Merrill Lynch. Michael has a wide range of experience and is well-versed in investment strategies, financial planning, and portfolio management. Michael is dedicated to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
03/08/2022 - Present
Uhlmann Investment Management, LLC (SKOKIE IL)
IL
03/28/2012 - 03/10/2020
FOREST SECURITIES,INC. (Hillside IL)
IL
01/13/2012 - 04/16/2012
BIRKELBACH INVESTMENT SECURITIES, INC. (CHICAGO IL)
IL
05/19/2008 - 12/23/2011
SOUTHWEST SECURITIES, INC. (CHICAGO IL)
NY
10/18/2006 - 04/23/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/09/2004 - 02/28/2005
TRADITION ASIEL SECURITIES INC. (NEW YORK NY)
CA
12/18/2002 - 10/29/2004
PREFERREDTRADE, INC. (SAN FRANCISCO CA)
NJ
01/22/2001 - 10/16/2002
KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)
IL
06/24/1987 - 12/15/2000
MESIROW FINANCIAL, INC. (CHICAGO IL)
BOTH
Issued 09/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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