Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dunavant is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since 2003, and has passed the Series 63, 65, 7, and SIE exams. Michael is registered in 51 states and the District of Columbia to offer securities and investment advisory services. In addition to Merrill Lynch, Michael has also worked with Waddell & Reed. Michael is currently working out of the Rogers, AR and Sugar Land, TX branch offices.
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
AR
01/05/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Rogers AR)
AR
07/10/2015 - 06/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROGERS AR)
MN
08/26/2013 - 06/03/2015
WADDELL & REED (BLOOMINGTON MN)
MN
06/08/2001 - 04/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
IA
Issued 07/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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