Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Von schulenburg is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 1989. Manuel is a registered representative and investment advisor representative in Texas. Manuel has Series 7, Series 63, and Series 65 licenses and has experience in the industry providing investment advisory services to individuals, corporations, and trusts. Manuel has been employed by Merrill Lynch, Pierce, Fenner & Smith Inc. since 1992. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Manuel worked at Lehman Brothers Inc. and Invest Financial 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
05/13/1992 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
NY
06/19/1990 - 05/19/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
WI
09/19/1989 - 03/30/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 3/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/1/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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