Unclaimed
Manuel Turner is a financial advisor with over 20 years of experience in the industry. Manuel is currently registered with Equity Services, Inc. in Alpharetta, GA. Manuel has previously worked with Transamerica Financial Advisors, Inc. and World Group Securities, Inc. Manuel is a licensed investment advisor and has earned his Series 6, Series 26 and Series 63 licenses. Manuel specializes in financial planning, pension consulting, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
02/21/2024 - Present
Equity Services, Inc. (ALPHARETTA GA)
GA
01/06/2012 - 01/25/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (ALPHARETTA GA)
GA
10/25/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (ALPHARETTA GA)
BC
Issued 09/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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