Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Alberto Costa is a financial advisor currently registered with PFS Investments Inc. Manuel has been in the financial industry since 2018 and has held licenses in both California and Texas. Manuel has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and previously worked in Miami, Florida. Manuel is registered with the state of Florida, Texas and has a Series 66, Series 7, and SIE license. Manuel has experience with other financial products, including loans and home security products, in addition to financial planning.
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.
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.
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CA
07/08/2024 - Present
PFS Investments Inc. (ROSEVILLE CA)
CA
08/28/2018 - 08/20/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
02/15/2018 - 05/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
BOTH
Issued 07/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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