Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Elvir is a financial advisor who has been in the industry since 2001. Manuel is currently registered with Fidelity Personal And Workplace Advisors and is active in 53 states. Manuel has a strong background in securities and investment products and has passed numerous industry exams including the Series 6, Series 7, Series 63, and Series 65. Manuel is also a Chartered Financial Consultant. Manuel offers a variety of services including financial planning, portfolio management for individuals and businesses, and educational seminars. Manuel has worked with Mutual of America Securities LLC, Mutual of America Life Insurance Company, Voya Financial Advisors, inc., and VALIC FINANCIAL ADVISORS, INC.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/29/2024 - Present
Fidelity Personal AND Workplace Advisors (HUMBLE TX)
TX
07/14/2017 - 09/12/2022
MUTUAL OF AMERICA SECURITIES LLC (HOUSTON TX)
TX
07/14/2017 - 11/24/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (HOUSTON TX)
TX
02/22/2016 - 03/06/2017
VOYA FINANCIAL ADVISORS, INC. (humble TX)
TX
03/08/2001 - 02/11/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IL
11/02/1999 - 01/07/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
06/25/1999 - 10/13/1999
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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