Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel A. Barcena is a registered representative with J.p. Morgan Securities LLC in Oxnard, CA. Manuel has been in the industry since 2001, and has experience with Unionbanc Investment Services, LLC and Invest Financial Corporation. Manuel is licensed in California and holds the Series 6, SIE, and Series 63 licenses. Manuel's specializations include investment company products/variable contracts, securities industry essentials, and uniform securities agent state law examination. Manuel's current firm is J.p. Morgan Securities LLC, which manages over $50 billion in assets and serves a variety of clients. The firm provides a range of services, including financial planning, pension consulting, 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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
05/19/2017 - Present
J.p. Morgan Securities LLC (OXNARD CA)
CA
01/07/2005 - 05/24/2007
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
WI
01/02/2003 - 02/04/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
10/03/2001 - 12/31/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 06/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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