Unclaimed
Michael Marasco is a financial professional with over 20 years of experience in the industry. Michael currently works at Mutual of Omaha Investor Services, Inc. Michael's primary focus is on providing financial planning and portfolio management services to individuals and high-net-worth individuals. Michael has a strong background in the investment industry and is dedicated to helping clients achieve their financial goals. Michael is registered with the state of Nebraska to provide securities and investment advice. Previously, Michael has worked at a number of firms including Capital Brokerage Corporation, ALFS, Inc., Allstate Financial Services, LLC, FBS Investment Services, Inc. and The Lincoln National Life Insurance Company. Michael holds the Series 6, 7, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
1
2
NE
05/09/2013 - Present
Mutual OF Omaha Investor Services, Inc. (OMAHA NE)
NE
08/14/2009 - 02/15/2012
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
VA
02/20/2007 - 06/02/2008
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
02/04/2003 - 02/08/2006
ALFS, INC. (NORTHBROOK IL)
NE
02/19/1999 - 01/16/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MN
10/07/1996 - 08/19/1997
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
IN
02/04/1993 - 09/30/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/04/1993 - 09/30/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 03/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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