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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 Horner is an investment advisor representative with Ameriprise Financial Services, LLC, located in Chula Vista, CA. Manuel has been in the securities industry since 2007. Manuel has Series 6, 7, 63, and 65 licenses and has worked at several firms prior to joining Ameriprise Financial Services, LLC. Manuel specializes in asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation services
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
CA
08/02/2021 - Present
Ameriprise Financial Services, LLC (Chula Vista CA)
CA
01/02/2015 - 08/02/2021
CUSO FINANCIAL SERVICES, L.P. (Chula Vista CA)
CA
05/05/2011 - 01/09/2015
LPL FINANCIAL LLC (CHULA VISTA CA)
NY
06/27/2003 - 09/02/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
02/13/2002 - 03/28/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
06/19/2000 - 11/15/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 12/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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