Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Andres Leal sanchez is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Manuel has been in the industry since 2015 and is registered in Florida and Texas. Manuel has experience with various firms including J.P. Morgan Securities LLC, Santander Securities LLC and Saxony Securities, Inc. Manuel is a Series 66, Series 7 and SIE licensed representative. Manuel provides investment advisory services for individuals, businesses and retirement plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
04/20/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH GARDENS FL)
FL
09/21/2016 - 04/29/2020
J.P. MORGAN SECURITIES LLC (MIAMI FL)
MO
06/17/2016 - 09/27/2016
SAXONY SECURITIES, INC. (ST. LOUIS MO)
FL
11/19/2014 - 03/11/2016
SANTANDER SECURITIES LLC (MIAMI FL)
BOTH
Issued 03/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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