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 Cruz is a financial advisor with Schwab Wealth Advisory, Inc. Manuel has been in the industry since 2021 and is registered to provide financial advice in 52 states. Manuel is a Certified Financial Planner and holds Series 63, 65, 7 and SIE licenses. Manuel works at the Schwab Wealth Advisory, Inc. branch office in Westlake, TX.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
04/26/2022 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
02/22/2021 - 04/08/2022
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
BC
Issued 03/08/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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