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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manfred? Claim Your ProfileManfred Fields is a registered investment advisor representative with Cetera Investment Advisers LLC. Manfred Fields is based in New York, NY and has been in the industry since 2009. Manfred Fields has been registered with Cetera Investment Advisers LLC since 2019. Manfred Fields previously worked for Foresters Financial Services, INC. and First Union Securities, INC. Manfred Fields holds the following licenses and certifications: Series 6, Series 63, SIE. Manfred Fields offers a range of financial advisory services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/12/2023 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
08/24/2009 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
MO
11/07/2000 - 03/27/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 11/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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