Unclaimed
Michael Manner is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Michael has been in the securities industry since May 17, 2005. Prior to joining Raymond James Financial Services Advisors, Inc., Michael was associated with Raymond James Financial Services, Inc., in Joliet, Illinois. Michael Manner is registered to provide investment advice in Colorado, Florida, Illinois and New Jersey. Michael Manner's office is located in Wilmington, Illinois. In addition to their current role, Michael Manner is also an owner of Manner Group, Ltd., and a partner in SWM Investments Limited Partnership. Michael is also a financial advisor at Oak Knoll Financial Strategies, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (WILMINGTON IL)
IL
05/23/2005 - 11/15/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (JOLIET IL)
FL
07/08/2004 - 12/07/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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