Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Nunnelee is a financial professional with over 30 years of experience in the financial services industry. Michael is currently a Registered Representative at City National Securities, Inc., where he has been employed since November 1999. He holds a Series 7, 24, 27, 53 and 63 licenses, as well as a Series 99TO and SIE. Michael is also a Certified Financial Planner. Prior to joining City National Securities, Inc., Michael was employed at SWS Financial Services in Dallas, Texas and Security Pacific Investments, Inc. in Oakland, California. Michael specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisers. He has a strong track record of success in 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
Mutual fund fees, broker fees & transaction fees
1
2
CA
04/01/2010 - Present
City National Securities, Inc. (LOS ANGELES CA)
TX
09/26/1996 - 01/26/2000
SWS FINANCIAL SERVICES (DALLAS TX)
CA
05/10/1989 - 06/15/1992
SECURITY PACIFIC INVESTMENTS, INC. (OAKLAND CA)
NA
10/22/1987 - 07/29/1988
SECURITY PACIFIC SECURITIES, INC.
BC
Issued 12/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/09/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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