Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Jimenez IV is a financial advisor with Raymond James Financial Services Advisors, Inc. Manuel has been in the securities industry for 37 years. Manuel has a Series 63, Series 65 and Series 7 license. Manuel is registered to provide investment advice in Texas and South Carolina. Manuel has previously worked with Truist Investment Services, Inc., BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Sterne, Agee & Leach, Inc., Keogler, Morgan & Company, Inc., Robert Thomas Securities, Inc. and Morgan Keegan & Company, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
07/12/2023 - Present
Raymond James Financial Services Advisors, Inc. (Mt. Pleasant SC)
SC
02/17/2021 - 07/12/2023
TRUIST INVESTMENT SERVICES, INC. (MOUNT PLEASANT SC)
VA
02/27/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
08/15/2006 - 02/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
SC
10/07/1999 - 08/25/2006
UBS FINANCIAL SERVICES INC. (MT. PLEASANT SC)
AL
09/25/1996 - 10/26/1999
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
GA
10/26/1993 - 10/10/1996
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
FL
04/04/1990 - 11/03/1993
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
TN
09/26/1986 - 04/16/1990
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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