Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dyer is a financial advisor with Edward Jones, a firm with over 20,000 employees and over $824 billion in assets under management. Michael has been in the financial services industry since 2001 and holds a variety of licenses, including Series 6, 7, 63, and 65. Michael provides a wide range of services to individuals and businesses, including financial planning, portfolio management, and pension consulting. Michael is registered to provide investment advice in Texas and Utah. Michael has a long history of working with clients to help them achieve their financial goals. In addition to Edward Jones, Michael has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, Equitrust Marketing Services, LLC, PRUCO Securities, LLC., and Liberty Life Securities LLC.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
UT
10/02/2023 - Present
Edward Jones (OGDEN UT)
UT
11/16/2022 - 10/09/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
UT
08/29/2006 - 03/21/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
05/18/2004 - 07/17/2006
EQUITRUST MARKETING SERVICES, LLC (CLEARFIELD UT)
NJ
01/25/2002 - 05/14/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NH
10/26/2001 - 01/28/2002
LIBERTY LIFE SECURITIES LLC (DOVER NH)
IA
Issued 01/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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