Unclaimed
Michael Genna is a financial advisor registered with LPL Financial LLC. Michael is a Chartered Financial Analyst and has been in the industry since 2012. Michael specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Michael is currently based out of Auburn Hills, MI.
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.
Consulting and other non-discretionary advisory services
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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MI
12/09/2024 - Present
LPL Financial LLC (AUBURN HILLS MI)
Active
Inactive
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