Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emmanuel? Claim Your ProfileEmmanuel Ngozi Ike is a financial advisor with Quantum Financial Advisors Inc. in ROCKVILLE, MD. Emmanuel has been in the financial services industry since 1989. Emmanuel is a member of the Association of Certified Fraud Examiners and the Pennsylvania Institute of Certified Public Accountants. Emmanuel has been a licensed advisor in Pennsylvania since 2019. Prior to joining Quantum Financial Advisors Inc. Emmanuel was an advisor with Avantax Investment Services, Inc. and H.D. VEST INVESTMENT SERVICES, INC. in Export, PA. Emmanuel has extensive experience in financial planning, portfolio management and pension consulting. Emmanuel specializes in advising high net worth individuals, individuals other than high net worth, charitable organizations and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
PA
12/12/2019 - Present
Quantum Financial Advisors Inc. (Pittsburgh PA)
PA
12/12/2012 - 01/27/2020
AVANTAX INVESTMENT SERVICES, INC. (EXPORT PA)
MN
09/19/2012 - 11/15/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
PA
08/08/2005 - 09/20/2012
H.D. VEST INVESTMENT SERVICES (EXPORT PA)
GA
02/09/2005 - 08/09/2005
PFS INVESTMENTS INC. (DULUTH GA)
PA
01/31/2002 - 12/10/2002
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)
MD
07/03/2000 - 03/07/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
GA
07/17/1996 - 12/31/1999
PFS INVESTMENTS INC. (DULUTH GA)
TX
09/28/1993 - 05/02/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
GA
10/04/1989 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 10/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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