Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manfred? Claim Your ProfileManfred Wunderlich is an investment advisor representative with Capital Synergy Partners. Manfred has been in the securities industry since June 1978. Manfred has been with Capital Synergy Partners since September 2014. Previously, Manfred was a registered representative for Financial West Group, Mutual of Omaha Investor Services, Inc., and Kirkpatrick, Pettis, Smith, Polian Inc. Manfred holds the following licenses: Series 1, 7, 63, 65, SIE, 6TO, and 22TO. Manfred has specializations in financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Csp receives third party referral, selection & monitoring fees
1
2
CA
09/16/2014 - Present
Capital Synergy Partners (IRVINE CA)
NE
06/22/2004 - 09/15/2014
FINANCIAL WEST GROUP (OMAHA NE)
NE
06/09/1978 - 06/17/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
01/23/1985 - 12/31/1990
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
IA
Issued 01/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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