Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J Dunham is an investment advisor representative at Stonex Advisors Inc. and HDA Wealth Management, LLC, with over 25 years of experience in the financial services industry. Michael's current registrations include the states of Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, West Virginia, and Wyoming. Michael is a Certified Financial Planner. Michael's previous experience includes WRP Investments, INC.. Stonex Advisors Inc. is an independent broker-dealer and investment advisory firm headquartered in Birmingham, Alabama. Stonex has over 200 employees, and manages over $4 billion in assets. HDA Wealth Management, LLC is a registered investment advisor firm headquartered in Poland, Ohio. HDA Wealth Management, LLC is a smaller firm, with 2-10 employees.
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.
Financial consulting services
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
AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
12/24/1998 - 09/12/2014
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
BOTH
Issued 07/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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