Unclaimed
Michael Dewhurst is a financial advisor with over 27 years of experience in the financial services industry. Michael is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and holds a variety of licenses and certifications. Michael has a broad range of experience, including experience at Rushmore Capital, Inc., Domestic Securities, Inc., and M. H. Meyerson & Co., Inc.. Michael works with a wide range of clients, including individuals, corporations, businesses, trusts, and estates. Michael is dedicated to providing comprehensive financial planning and investment management services to help clients reach 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.
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
03/28/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALLENTOWN PA)
NJ
05/30/2002 - 05/20/2011
RUSHMORE CAPITAL, INC. (EDISON NJ)
NJ
05/29/2002 - 05/20/2011
DOMESTIC SECURITIES, INC. (EDISON NJ)
NJ
03/09/1994 - 05/30/2002
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
BOTH
Issued 02/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/18/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/08/1994
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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