Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Beltran Zuniga is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Manuel has been in the industry since March 8, 2020. Manuel is licensed to provide securities advice in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Manuel offers a wide range of services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Manuel specializes in providing financial services to individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. Manuel is committed to providing his clients with the highest level of service and expertise.
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
CA
03/03/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PARAMOUNT CA)
CA
01/29/2020 - 11/03/2022
WELLS FARGO CLEARING SERVICES, LLC (DOWNEY CA)
BOTH
Issued 01/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/2019
SIE - Securities Industry Essentials 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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