Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Mracna is an investment advisor representative at Lincoln Investment, a financial services firm headquartered in Fort Washington, Pennsylvania. Michael has over 28 years of experience in the financial services industry. Michael is registered with the state of Florida as an investment advisor representative and a registered representative. He is also registered as an investment advisor representative in Texas. Michael has held registrations with several other firms, including Veritrust Financial, LLC and Aragon Financial Services, Inc. Michael's areas of specialization include retirement planning, college savings, and wealth management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
07/10/2019 - Present
Lincoln Investment (LUTZ FL)
FL
04/22/2002 - 04/02/2008
VERITRUST FINANCIAL, LLC (LAKE WORTH FL)
CA
07/06/1994 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 06/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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