Unclaimed
Emil Manzano is a financial advisor with Truist Advisory Services, Inc. Emil has been in the financial industry since 2013 and has a strong background in investment management. Emil is registered with the state of Florida as both a broker-dealer and an investment advisor. Emil holds the Series 7, Series 6, Series 63, and Series 65 licenses and is committed to providing clients with personalized financial planning and investment management services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
07/03/2024 - Present
Truist Advisory Services, Inc. (FT LAUDERDALE FL)
FL
06/14/2022 - 07/03/2024
CITIGROUP GLOBAL MARKETS INC. (Coral Springs FL)
FL
09/10/2021 - 04/12/2022
AMERANT INVESTMENTS, INC. (CORAL GABLES FL)
FL
11/12/2015 - 08/31/2021
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NY
03/10/2014 - 11/03/2015
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
09/06/2013 - 03/06/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 02/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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