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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Noveda Manuel is an investment advisor representative with SVB Wealth. Jeffrey Manuel has been in the securities industry since 2004 and has passed the Series 66, Series 7, and Series 65 exams. Jeffrey Manuel previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jeffrey Manuel is registered with the state of California to provide investment advisory services. The firm offers a range of investment advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Planned giving, family office, wealth planning
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
01/11/2023 - Present
SVB Wealth (Menlo Park CA)
NY
05/03/2004 - 01/10/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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