Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Francisco Manteiga is a financial advisor with Oppenheimer & Co. Inc. in Tampa, FL. Juan Manteiga has been a registered investment advisor since 1981 and has worked with Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Juan Manteiga is licensed in Alabama, Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Indiana, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Oppenheimer & Co. Inc. manages over $27 billion in assets and has a staff of over 1,756 registered representatives.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
06/02/2014 - Present
Oppenheimer & Co. Inc. (TAMPA FL)
FL
10/05/2009 - 06/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
07/15/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TAMPA FL)
NY
07/31/1993 - 07/28/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/19/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/19/1981 - 12/23/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/11/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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