Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manfred? Claim Your ProfileManfred Christian Wagner is a financial advisor with Fidelity Personal and Workplace Advisors. Manfred has been working in the financial services industry since 2000. Manfred has a broad range of experience in the financial services industry and is registered with the Securities and Exchange Commission (SEC). Manfred has passed the Series 6, 7, 63, 65, and 66 exams, and has held previous positions with Wells Fargo Investments, LLC, M.L. Stern & Co., LLC., and E*TRADE SECURITIES LLC.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
07/02/2004 - 12/14/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
06/03/2003 - 12/18/2003
M.L. STERN & CO., LLC. (BEVERLY HILLS CA)
NJ
08/17/2000 - 04/15/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 06/21/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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