Unclaimed
Michael Prahl is a financial advisor with over 23 years of experience in the financial services industry. Michael is currently registered with United Planners' Financial Services of America A Limited Partner, and has been with the firm since March 2022. Michael holds Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Michael is a managing partner at Dundas Wealth Management LLC and holds an independent insurance agent license. Michael has a strong background in financial planning and portfolio management for individuals and businesses. He is committed to providing his clients with personalized financial advice that meets their unique needs.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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
AZ
03/17/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
09/10/1999 - 03/07/2022
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
IA
Issued 03/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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