Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Gloria Manzanares is an investment advisor representative at Snowden Capital Advisors LLC. Loretta Gloria Manzanares has been in the securities industry for over 35 years. Loretta Gloria Manzanares has experience with Snowden Capital Advisors LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Paine Webber Incorporated and Wedbush, Noble, Cooke, Inc. Loretta Gloria Manzanares is licensed to sell securities in Arizona, California, Georgia, Hawaii, Illinois, Iowa, Massachusetts, Missouri, Nevada, New Mexico, New York, Oregon, Texas, Utah, Virginia and Washington. Loretta Gloria Manzanares is also licensed to provide investment advice in California, Ohio, Texas and Washington.
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.
1
2
NY
07/13/2015 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
CA
01/02/1996 - 05/12/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ARCADIA CA)
NJ
06/27/1986 - 01/03/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/23/1986 - 06/17/1986
WEDBUSH, NOBLE, COOKE, INC
IA
Issued 10/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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