Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maneck? Claim Your ProfileManeck Shroff is a financial advisor with Fidelity Personal And Workplace Advisors. Maneck is registered to provide investment advice in 53 states and the District of Columbia. Maneck has been working in the financial services industry since July 4, 2017. Previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated. Maneck has passed the Uniform Combined State Law Examination (Series 66), the General Securities Sales Supervisor - General Module Examination (Series 10), the General Securities Sales Supervisor - Options Module Examination (Series 9), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). Maneck specializes in Retirement planning, College savings, Estate planning, Insurance and Annuities.
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.
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.
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2
NH
07/08/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NJ
06/10/2017 - 04/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 08/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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