Unclaimed
Michael Manceri is a financial advisor who is currently registered with iCapital Markets LLC in New York, NY. Michael has over 9 years of experience in the financial services industry, working with clients to help them achieve their financial goals. Previously, Michael worked for ACERVUS SECURITIES, INC., BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC, BROOKFIELD PRIVATE ADVISORS LLC, OPPENHEIMERFUNDS DISTRIBUTOR, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., and AMERIPRISE FINANCIAL SERVICES, INC. Michael holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam.
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.
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.
1
2
NY
04/10/2024 - Present
Icapital Markets LLC (NEW YORK NY)
NY
07/27/2022 - 03/27/2024
ACERVUS SECURITIES, INC. (NEW YORK NY)
NY
12/22/2021 - 07/06/2022
BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC (New York NY)
NY
05/08/2019 - 12/22/2021
BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)
NY
12/05/2017 - 05/08/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
FL
09/22/2017 - 11/24/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (Miami FL)
FL
10/08/2015 - 09/28/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Miami FL)
BOTH
Issued 12/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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