Unclaimed
Manan Amin is a financial advisor with Commonwealth Financial Network and has been in the industry since 2016. Manan has been registered with the Financial Industry Regulatory Authority (FINRA) since 2015 and has held Series 7, Series 63, and Series 66 licenses. Manan has experience working at several firms including Gilder Gagnon Howe & Co. LLC, Morgan Stanley, and J.P. Morgan Securities LLC. Manan specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, corporations, and pension and profit sharing plans. Manan Amin’s office is located in Clinton, NJ.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
03/08/2024 - Present
Commonwealth Financial Network (Clinton NJ)
NY
01/10/2020 - 02/05/2024
GILDER GAGNON HOWE & CO. LLC (NEW YORK NY)
NY
10/26/2018 - 09/05/2019
MORGAN STANLEY (NEW YORK NY)
NY
04/17/2017 - 10/04/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
TX
08/27/2015 - 03/29/2017
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
BOTH
Issued 11/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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