Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Vidal is a financial advisor with over 30 years of experience in the financial services industry. Manuel currently works at M Holdings Securities, Inc. in Coral Gables, Florida. Manuel's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management. Manuel specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Manuel is registered with FINRA and the state of Florida. Manuel previously worked at Hornor, Townsend & Kent, Inc., M Holdings Securities, Inc., Signator Investors, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.
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.
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2
FL
01/27/2012 - Present
M Holdings Securities, Inc. (CORAL GABLES FL)
FL
04/16/2009 - 12/15/2011
HORNOR, TOWNSEND & KENT, INC. (CORAL GABLES FL)
FL
06/29/2005 - 03/12/2009
M HOLDINGS SECURITIES, INC. (CORAL GABLES FL)
MA
03/21/2003 - 07/05/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
08/05/1986 - 04/08/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/05/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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