Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Michael Manna is an investment advisor representative at Corient. Brendan has been in the financial industry for over 6 years. He is a Certified Financial Planner and has a Series 65 and Series 63 license. Brendan is registered in Colorado and Texas and has experience working with individuals, businesses, trusts, and charitable organizations. Prior to joining Corient, Brendan worked at Balasa Dinverno Foltz LLC, Securities Service Network, Inc., and Resource Financial Group.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CO
01/03/2025 - Present
Corient (Denver CO)
IL
02/16/2017 - 11/19/2018
SECURITIES SERVICE NETWORK, LLC (WILMETTE IL)
IA
Issued 04/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brendan Manna is the right advisor for you? Invested Better is here to help.
