Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Dobbyn is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked with WELLS FARGO ADVISORS, LLC, MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, SUSQUEHANNA SECURITIES, SUSQUEHANNA INVESTMENT GROUP and SUSQUEHANNA CAPITAL GROUP. Michael's experience includes working with a variety of clients, including individuals, businesses, and institutions. Michael has a Series 7, Series 31, and Series 66 license. Michael is committed to providing his clients with personalized financial advice and guidance. Michael is also a volunteer for the Cure Sanfilippo Foundation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
08/30/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EXTON PA)
PA
07/27/2011 - 08/29/2016
WELLS FARGO ADVISORS, LLC (RADNOR PA)
NJ
06/01/2009 - 08/05/2011
MORGAN STANLEY SMITH BARNEY (RED BANK NJ)
NJ
04/11/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)
PA
10/22/2003 - 02/01/2007
SUSQUEHANNA SECURITIES (BALA CYNWYD PA)
PA
09/26/2003 - 02/01/2007
SUSQUEHANNA INVESTMENT GROUP (BALA CYNWYD PA)
PA
01/25/2000 - 06/19/2006
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BOTH
Issued 04/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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