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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manita? Claim Your ProfileManita Moran is an Investment Advisor Representative at Meridian Wealth Management, LLC. Manita has been working in the financial services industry since 2010. Manita is registered with the state of Texas as an Investment Advisor Representative and has her Series 65 license. Manita also holds the designation of Certified Financial Planner. Manita is passionate about helping her clients achieve their financial goals. She is dedicated to providing personalized financial advice and guidance to her clients. Manita works with individuals, families, and businesses. She offers a variety of financial planning services including retirement planning, college savings, and estate planning. Manita believes that education is key to making sound financial decisions. She is committed to providing her clients with the information they need to make informed decisions about their finances.
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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TX
05/02/2022 - Present
Meridian Wealth Management, LLC (Allen TX)
IA
Issued 12/18/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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