Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Petra? Claim Your ProfilePetra Dunn is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Petra has been in the industry since 2000 and has a strong track record of success. She holds the Series 7, Series 63, and Series 66 licenses and is registered in multiple states. Petra has a wide range of experience in providing financial advice to both individuals and businesses. Petra is committed to providing personalized service and helping clients achieve their financial goals.
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
TN
02/09/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (KNOXVILLE TN)
TN
07/28/2000 - 01/04/2007
SUNTRUST INVESTMENT SERVICES, INC. (KNOXVILLE TN)
NA
04/12/1991 - 08/15/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
04/12/1991 - 08/15/1991
IDS LIFE INSURANCE COMPANY
BOTH
Issued 08/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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