Unclaimed
Michael Manno has been a registered representative for over 30 years. Michael is currently registered with World Equity Group, Inc. in Illinois and Alabama and holds both a Series 63 and Series 66 license. In the past, Michael was registered with a number of other firms, including H&R Block Financial Advisors, Inc., RBC Dain Rauscher Inc., Dain Rauscher Incorporated, Principal Financial Securities, Inc., Dain Bosworth Incorporated, Paine Webber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael has a strong background in providing financial advice and portfolio management services to individuals.
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.
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.
1
2
IL
07/09/2003 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
MI
10/07/2002 - 07/17/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
03/02/1998 - 10/18/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
04/25/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
02/22/1993 - 05/16/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
11/15/1991 - 02/23/1993
DAIN BOSWORTH INCORPORATED
NJ
02/26/1988 - 11/26/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/21/1984 - 02/24/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 05/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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