Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emmanuel? Claim Your ProfileEmmanuel Obel is a financial advisor with over 15 years of experience in the financial services industry. Emmanuel currently works as a Registered Investment Advisor (IA) at Obel Financial Advisors. Emmanuel has a strong understanding of various financial products and can provide a range of advisory services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Emmanuel is also an insurance agent selling various types of insurance. Previously, Emmanuel was a registered representative with Woodbury Financial Services, Inc., AXA Advisors, LLC, Ameriprise Financial Services, Inc., IDS Life Insurance Company, and CitiCorp Investment 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.
Product based advice
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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CA
02/16/2011 - Present
Obel Financial Advisors (SAN MATEO CA)
CA
08/27/2008 - 10/01/2010
WOODBURY FINANCIAL SERVICES, INC. (MOUNTAIN VIEW CA)
CA
09/26/2005 - 08/26/2008
AXA ADVISORS, LLC (SAN FRANCISCO CA)
MN
05/31/2005 - 08/23/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/31/2005 - 08/23/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/20/2004 - 04/08/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 06/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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