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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Antonio Rivero is a financial advisor who has been working in the financial industry since 1989. Manuel is currently registered with Morgan Stanley and has been with the firm since 2009. Manuel has worked with a variety of clients, including individuals, families, businesses, and institutions. Manuel offers a wide range of financial services, including investment management, financial planning, retirement planning, and estate planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Miami FL)
FL
03/14/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
09/20/1990 - 04/13/1994
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
06/21/1989 - 09/07/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/09/1989 - 05/13/1989
J. W. GANT & ASSOCIATES, INC.
BC
Issued 03/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2009
Series 3 - National Commodity Futures Examination
BC
Issued 02/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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