Unclaimed
Michael Manna is an Investment Advisor Representative at Craft Asset Management. Michael has been in the industry since March 2021 and has a Series 66 license. Prior to joining Craft Asset Management, Michael was a Financial Advisor at LPL Financial LLC. Michael's areas of expertise include financial planning and portfolio 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TN
10/03/2024 - Present
Craft Asset Management (Nashville TN)
MI
03/26/2021 - 06/13/2023
LPL FINANCIAL LLC (CLARKSTON MI)
BOTH
Issued 06/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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