Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dunbar is a financial advisor with Financial Insights, based in Tacoma, WA. Michael has been in the financial services industry since 1983 and has experience working with individuals, businesses, and institutions. Michael’s specializations include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Michael has been registered with the state of Washington since 2015 and is also registered with the state of Texas since 2016 and Louisiana since 2019.
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.
A percentage of the total value of assets under management is charged.
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WA
09/21/2015 - Present
Financial Insights (TACOMA WA)
WA
09/28/2015 - 07/31/2019
PURSHE KAPLAN STERLING INVESTMENTS (Tacoma WA)
WA
08/24/2009 - 09/23/2015
NEXT FINANCIAL GROUP, INC. (TACOMA WA)
WA
03/31/1999 - 08/27/2009
MUTUAL SERVICE CORPORATION (TACOMA WA)
NA
02/15/1985 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC.
CA
12/22/1983 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
11/13/1984 - 02/11/1985
PFG SECURITIES, INC.
BC
Issued 01/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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