Unclaimed
Dragan Manoev is an investment advisor with over 20 years of experience in the financial industry. He has a strong background in Investment Banking, and is currently registered with Ernst & Young Capital Advisors, LLC in San Francisco. Previously, Dragan has also held positions with ALANTRA, LLC and Lazard Freres & Co. LLC. He holds the Series 7, SIE, and Series 79TO licenses. Dragan is also licensed to provide financial services in California and Oregon.
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.
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.
1
2
CA
04/26/2024 - Present
Ernst & Young Capital Advisors, LLC (SAN FRANCISCO CA)
CA
04/22/2020 - 02/27/2024
ALANTRA, LLC (San Francisco CA)
CA
08/27/2001 - 01/27/2020
LAZARD FRERES & CO. LLC (SAN FRANCISCO CA)
BC
Issued 05/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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