Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Espinosa is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Manuel has been in the financial services industry since 2013, working previously with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Manuel holds FINRA Series 6, 7, 66 and SIE licenses. Manuel specializes in providing investment advice to individuals, businesses, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
04/27/2022 - Present
LPL Financial LLC (PLANTATION FL)
FL
10/27/2021 - 04/05/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTON FL)
FL
03/03/2014 - 12/06/2018
J.P. MORGAN SECURITIES LLC (Coral Springs FL)
BOTH
Issued 05/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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