Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Anthony Torrado is a financial advisor with over 15 years of experience in the financial services industry. Manuel has worked with several firms including LPL FINANCIAL LLC, CUNA BROKERAGE SERVICES, INC., and WELLS FARGO CLEARING SERVICES, LLC. Currently, Manuel is registered with Cuso Financial Services, LP, and is licensed to provide financial advice in Arizona, California, and New Mexico. Manuel holds Series 6, 7, 63, and 65 licenses. Manuel specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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.
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.
1
2
AZ
07/22/2022 - Present
Cuso Financial Services, LP (Tempe AZ)
AZ
05/18/2022 - 07/27/2022
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
03/10/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PHOENIX AZ)
AZ
11/08/2019 - 03/06/2020
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
AZ
02/26/2019 - 06/12/2019
ONEAMERICA SECURITIES, INC. (Gilbert AZ)
AZ
03/01/2017 - 11/13/2017
BANKERS LIFE SECURITIES, INC. (PHOENIX AZ)
CT
03/25/2015 - 03/29/2016
LAIDLAW & COMPANY (UK) LTD. (STAMFORD CT)
CT
05/11/2011 - 12/23/2014
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
CT
06/24/2008 - 04/15/2011
NEWALLIANCE INVESTMENTS, INC. (STRATFORD CT)
NY
02/21/2008 - 03/20/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
08/31/2005 - 02/12/2008
NFB INVESTMENT SERVICES CORP. (BRONX NY)
MA
10/20/2004 - 03/08/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/07/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/29/2003 - 02/24/2004
AXA ADVISORS, LLC (NEW YORK NY)
DE
07/22/2002 - 08/15/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 05/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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