Unclaimed
Manhsoort Lysanh is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since February 2012. Manhsoort Lysanh is also an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Before working for Wells Fargo Clearing Services, LLC, Manhsoort Lysanh was registered with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Manhsoort Lysanh has a Series 6, Series 7, Series 63, and Series 66 license. Manhsoort Lysanh currently holds licenses in 32 states and is registered with FINRA. In addition to their work with Wells Fargo Clearing Services, LLC, Manhsoort Lysanh also owns Coastal Rei Group, 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
CA
02/24/2024 - Present
Wells Fargo Clearing Services, LLC (EL SEGUNDO CA)
CA
10/01/2012 - 02/24/2024
J.P. MORGAN SECURITIES LLC (SEAL BEACH CA)
CA
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SEAL BEACH CA)
BOTH
Issued 03/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Manhsoort Lysanh is the right advisor for you? Invested Better is here to help.