Unclaimed
Manish Krishnamaneni is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., serving clients in Indianapolis, Indiana. Manish has been in the industry since 2024, and is licensed to provide investment advice in 51 states. Manish also holds a Series 7TO and Series 66 license and is registered with FINRA. Manish specializes in working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and other businesses.
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
IN
11/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (INDIANAPOLIS IN)
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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