Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Manasia is a financial advisor currently registered with Wells Fargo Clearing Services, LLC in Garden City, NY. Michael has been in the financial services industry since July 1984 and has held various positions at several firms, including Morgan Stanley, Citigroup Global Markets Inc., and Lehman Brothers Inc. Michael is a Certified Financial Planner and has been recognized for his expertise in a variety of areas. Michael holds Series 3, 7, 8, 9, 10, 63, and 65 licenses. Michael provides portfolio management services for individuals, businesses, and institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
NY
08/26/2019 - Present
Wells Fargo Clearing Services, LLC (GARDEN CITY NY)
NY
06/01/2009 - 07/05/2019
MORGAN STANLEY (GARDEN CITY NY)
NY
08/08/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)
NY
07/31/1993 - 08/22/2008
CITIGROUP GLOBAL MARKETS INC. (GARDEN CITY NY)
NY
09/27/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/26/1984 - 09/25/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 08/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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