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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Daniel Manwaring is a financial advisor with Avidian Wealth Solutions in Houston, TX. Jeff is a Certified Financial Planner® professional and has been in the financial services industry since January 2008. Jeff has experience providing financial advice to a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and pooled investment vehicles. Jeff is registered as an investment advisor representative in Texas and is licensed to provide financial advice in Texas.
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.
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.
Mgmt of pooled investment vehicles
1
2
TX
10/03/2021 - Present
Avidian Wealth Solutions (HOUSTON TX)
IA
Issued 07/17/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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