Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael C. Mann is a financial professional with over 30 years of experience in the industry. Michael is currently registered with LPL Financial LLC and has been with the firm since December 2002. Michael holds Series 6, 63, and 65 licenses, and the SIE designation. Michael has previously been registered with Walnut Street Securities, Inc. and MML Investors Services, Inc. In addition to his current registration with LPL Financial LLC, Michael is also registered in Arizona, California, Connecticut, North Dakota, Texas and Washington. Michael specializes in providing financial advice and investment management services to individuals, families, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
12/17/2002 - Present
LPL Financial LLC (NEWPORT BEACH CA)
CA
08/08/1997 - 12/12/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
07/01/1991 - 07/02/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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