Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Glaser Dahl is a financial professional with over 16 years of experience in the industry. Michael is currently registered with RBC Capital Markets, LLC, and is licensed in all 50 states and the District of Columbia. Prior to joining RBC Capital Markets, LLC, Michael worked at Barclays Capital Inc., Credit Suisse Securities (USA) LLC, and Banc of America Securities LLC. Michael is a Series 63, Series 7, Series 86, and Series 87 licensed professional. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
MA
05/16/2018 - Present
RBC Capital Markets, LLC (BOSTON MA)
NY
10/26/2016 - 05/24/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/24/2008 - 10/28/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/11/2006 - 03/19/2008
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 10/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/21/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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