Unclaimed
Manuel Dermanuelian is a financial advisor registered with Morgan Stanley. Manuel has been in the industry for over 15 years, and has worked for several well-known firms, including Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Morgan Stanley & Co. Incorporated. Manuel is licensed in several states, including California, Texas, Arizona, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Massachusetts, Minnesota, Nevada, New York, Oregon, Pennsylvania, South Carolina, Virginia, and Washington. Manuel holds Series 3, 7, and 66 licenses and has been active in the industry since 2007. Manuel also has a strong background in the aviation industry, having worked as a pilot and flight instructor. Manuel is passionate about helping his clients achieve their financial goals and believes that financial planning is essential for success.
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
CA
06/19/2020 - Present
Morgan Stanley (Woodland Hills CA)
CA
01/04/2013 - 06/23/2020
WELLS FARGO CLEARING SERVICES, LLC (ENCINO CA)
CA
10/01/2012 - 01/07/2013
J.P. MORGAN SECURITIES LLC (BEVERLY HILLS CA)
CA
01/11/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEVERLY HILLS CA)
CA
06/01/2009 - 01/05/2010
MORGAN STANLEY SMITH BARNEY (GLENDALE CA)
CA
06/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GLENDALE CA)
BOTH
Issued 06/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2005
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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