Unclaimed
Anthony Manzanares is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bellevue, Washington. Anthony has been in the securities industry since 2000, previously working with Invesco Distributors, Inc., Van Kampen Funds Inc., AIG SunAmerica Capital Services, Inc., and UBS PaineWebber Inc. Anthony holds Series 66, SIE, and Series 7 licenses. Anthony provides financial planning, pension consulting, educational seminars, and other advisory services to individuals, businesses, insurance companies, charitable organizations, banking and thrift institutions, and pension and profit-sharing plans. Anthony is also an investor in Worry Dolls Productions LLC and owner of a condo in Bothell, Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
11/14/2019 - Present
Raymond James Financial Services Advisors, Inc. (Bellevue WA)
TX
06/01/2010 - 06/04/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
09/27/2004 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NJ
06/20/2002 - 08/25/2004
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NJ
07/17/2000 - 06/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 08/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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