Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Knapp is an investment advisor representative with OneAmerica Securities, Inc. Michael has been in the financial services industry since 2008 and is licensed to provide financial services in Colorado and Wyoming. Michael has earned both his Series 6 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Michael's prior experience includes time spent at Lincoln Financial Advisors Corporation and MissionSquare Investment Services.
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.
1
2
CO
07/18/2023 - Present
Oneamerica Securities, Inc. (Denver CO)
DC
10/19/2021 - 06/14/2023
MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)
VA
03/31/2008 - 10/04/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (Arlington VA)
IA
Issued 09/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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