Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hector? Claim Your ProfileHector Manuel Monroy is a registered Investment Advisor Representative in California. Hector is currently employed by AE Wealth Management, LLC. Hector has been in the industry since 2013. He has experience with Westmount Asset Management and Standish Management. Hector has a Series 65 license. Hector’s areas of specialization include retirement planning, investment management, insurance planning, college savings planning, estate planning, and business succession planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
06/06/2024 - Present
AE Wealth Management, LLC (Carlsbad CA)
IA
Issued 06/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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