Unclaimed
Manita Shah is a registered representative with Santander Securities LLC. Manita has been in the industry for over 1 year and is licensed in New Jersey. Manita is currently registered with FINRA and the state of New Jersey. Manita holds the Series 6TO, Series 63, and SIE licenses. Manita specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
12/10/2018 - Present
Santander Securities LLC (East Brunswick NJ)
BC
Issued 01/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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