Unclaimed
Michael Dunaway is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Holly Springs, North Carolina. Michael has been in the financial industry since January 17, 2017, and holds several licenses and certifications including a Series 66, Series 7, and SIE. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael is also the owner of Corval Strategic Wealth Management, a financial advisor affiliated with Raymond James. Michael provides financial planning and investment advice to individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
06/20/2024 - Present
Raymond James Financial Services Advisors, Inc. (Holly Springs NC)
NC
01/18/2017 - 06/21/2024
EDWARD JONES (FUQUAY VARINA NC)
BOTH
Issued 02/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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