Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas Meggyesy is a financial advisor with D.A. Davidson & Co. Michael has been in the securities industry since 1996. Michael is a Certified Financial Planner, and is registered with the following states: Alaska, Arizona, California, Colorado, District of Columbia, Florida, Massachusetts, Nebraska, Ohio, Oregon, Texas, Virginia, and Washington. Michael is also registered with FINRA. Michael provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
02/16/2007 - Present
D.a. Davidson & Co. (BELLINGHAM WA)
WA
03/02/1998 - 03/01/2007
RBC DAIN RAUSCHER INC. (BELLINGHAM WA)
NA
05/05/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NJ
01/12/1996 - 10/21/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Michael Meggyesy is the right advisor for you? Invested Better is here to help.
