Unclaimed
Manuel Magallanes is a registered investment advisor representative with U.S. Bancorp Investments, Inc., working out of the Las Cruces, NM branch office. Manuel has worked in the financial services industry since 2018 and holds the Series 6, Series 63 and Series 65 licenses. Manuel has experience with Wells Fargo Clearing Services, LLC as well. Manuel provides financial planning, portfolio management for businesses and individuals, and publication of periodicals for clients.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NM
01/24/2023 - Present
U.s. Bancorp Investments, Inc. (Las Cruces NM)
NM
09/06/2018 - 01/26/2023
WELLS FARGO CLEARING SERVICES, LLC (ANTHONY NM)
IA
Issued 01/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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