Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Alonso is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 20 years of experience in the industry. Manuel has been registered with FINRA since 2001 and holds multiple licenses and certifications. Manuel is also a registered Investment Advisor Representative in Florida and Texas. Manuel is passionate about helping clients reach their financial goals. Manuel is committed to providing clients with personalized service and customized financial plans. Manuel specializes in retirement planning, investment management, and college savings. Manuel has a diverse client base, including individuals, families, and businesses. Manuel is also a partner in EWE & ME, LLC, a rental real estate business. Manuel believes in building strong relationships with clients and providing them with the highest level of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
04/28/2021 - Present
Raymond James Financial Services Advisors, Inc. (SOUTH MIAMI FL)
FL
03/30/2012 - 05/18/2018
MML INVESTORS SERVICES, LLC (CORAL GABLES FL)
MA
11/20/2001 - 11/14/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 05/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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