Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emmanuel? Claim Your ProfileEmmanuel Romasanta is an investment advisor representative registered with Churchill Management Group. Emmanuel has been in the industry since 1997. Emmanuel is a Registered Investment Advisor in California. Emmanuel's previous employer was FRANKLIN/TEMPLETON DISTRIBUTORS, INC. Emmanuel specializes in providing financial planning, portfolio management services for individuals, businesses, and pooled investment vehicles. Emmanuel has passed the Series 6 and Series 65 exams.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
08/24/2012 - Present
Churchill Management Group (SAN FRANCISCO CA)
CA
04/09/1997 - 05/11/1998
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 09/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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