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Manna Wealth Management
United States
01 Jan 1962 (63 Years)
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What are the differences in regulations for each
License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know Manna Wealth Management
Company Information
Get to know Manna Wealth Management
Manna Wealth Management, established in 1962, is a Full-service Fiduciary Wealth Management firm catering to clients globally. David D. Kassir is a CEO of Manna Wealth Management, David D, Kassir with 26 years of investing experience. Over several decades Manna Wealth Management has grown having 3 offices located in Washington DC and Northern Virginia area and 2 offices in Miami Florida. Manna Wealth Management has provided ongoing, one-on-one financial advisory for over 60 years that helped thousands in the Washington DC metro area and Miami, FL discover answers to the questions that made a big difference. We believe it’s important to consider the many aspects of your financial life. That encompasses your decisions about what to spend, what to save, what to invest, and what to give back. Those beliefs are the foundation of Manna Wealth Management and we believe it’s what makes financial planners and financial advisers so unique.
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- Financial InsurancePRIMARY
- Financial Investment
- Financial Other Service
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