Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manfred? Claim Your ProfileManfred Hegwer is a financial advisor with over 29 years of experience in the industry. Manfred is currently registered with LPL Financial LLC and holds a Series 7 and Series 63 license. Manfred has previously worked with Morgan Stanley, Citigroup Global Markets Inc., UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Manfred has an approved state registration in 32 states and is an Investment Advisor Representative in California, Illinois, and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
05/24/2022 - Present
LPL Financial LLC (NORTHBROOK IL)
IL
06/01/2009 - 01/21/2022
MORGAN STANLEY (Deerfield IL)
IL
05/28/2009 - 07/23/2009
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
IL
03/28/1997 - 06/04/2009
UBS FINANCIAL SERVICES INC. (NORTHBROOK IL)
NY
06/14/1993 - 03/19/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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