Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Joseph Martinho is a financial advisor with over 20 years of experience in the industry. Manuel has a strong background in investment services, having worked with several well-known firms, including UnionBanc Investment Services, WM Financial Services, American General Financial Advisors, The Variable Annuity Marketing Company, and National Planning Corporation. Manuel currently works for Morgan Stanley, where he is registered in California and North Carolina.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
09/29/2022 - Present
Morgan Stanley (Charlotte NC)
CA
04/18/2006 - 02/22/2021
UNIONBANC INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
CA
05/03/2001 - 03/31/2006
WM FINANCIAL SERVICES, INC. (BUENA PARK CA)
TX
03/20/2000 - 03/05/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/20/2000 - 03/05/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
CA
01/13/2000 - 02/29/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 08/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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