Unclaimed
Manuel Chinchay is an investment advisor representative with LPL Financial LLC. Manuel has been in the financial services industry since September 22, 2011. Manuel is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Manuel is a Certified Financial Planner (CFP). Manuel's current registrations include California and Texas. Prior to joining LPL Financial LLC, Manuel was affiliated with FSC SECURITIES CORPORATION.
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.
1
2
CA
10/03/2022 - Present
LPL Financial LLC (DIAMOND BAR CA)
CA
09/22/2011 - 10/11/2022
FSC SECURITIES CORPORATION (DIAMOND BAR CA)
BOTH
Issued 01/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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