Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Perry Dunn is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 35 years of experience in the industry. Michael has a wide range of experience and specializes in providing financial planning, portfolio management, and pension consulting services. Michael is registered to offer securities and investment advisory services in 51 states.
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.
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.
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2
AL
01/02/2015 - Present
Stifel, Nicolaus & Company, Inc. (MONTGOMERY AL)
AL
01/13/2015 - 07/28/2015
MERCHANT CAPITAL, L.L.C. (MONTGOMERY AL)
AL
12/07/1987 - 01/02/2015
MERCHANT CAPITAL, L.L.C. (MONTGOMERY AL)
NA
10/10/1983 - 12/07/1987
THE FRAZER LANIER COMPANY, INCORPORATED
BC
Issued 12/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2021
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 04/30/1992
Series 24 - General Securities Principal Examination
BC
Issued 06/07/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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