Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Alejandro Contreras is a financial professional with over 7 years of experience in the financial services industry. Manuel has worked with several firms including NYLIFE Securities LLC, Northwestern Mutual Investment Services, LLC and Wells Fargo Clearing Services, LLC. Manuel holds the Series 6, Series 63, Series 6TO and SIE licenses. Manuel is currently registered with J.P. Morgan Securities LLC and is located in San Diego, CA.
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
06/02/2022 - Present
J.p. Morgan Securities LLC (SAN DIEGO CA)
CA
09/30/2020 - 04/25/2022
NYLIFE SECURITIES LLC (SAN DIEGO CA)
CA
11/13/2019 - 03/31/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
06/08/2015 - 01/05/2017
WELLS FARGO CLEARING SERVICES, LLC (BONITA CA)
BC
Issued 12/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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