Unclaimed
Manuel Lopes Teixeira is a financial professional with over 20 years of experience in the industry. Manuel is currently registered with PFS Investments Inc. and has been with the firm since 2009. Manuel has a wide range of experience and expertise in the financial services industry. Manuel is a Series 6 and Series 63 licensed professional and has been active in the securities industry since 1999. Manuel holds a current Series 6 license and is active in the securities industry and is registered with the states of Connecticut, Florida, Massachusetts, Rhode Island, and Texas. Manuel has previously worked with World Group Securities, Inc. and WMA Securities, Inc. Manuel focuses on the needs of high-net-worth individuals, individuals other than high-net-worth, and corporations and businesses. Manuel has experience providing financial planning and portfolio management services.
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.
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.
1
2
MA
08/12/2009 - Present
PFS Investments Inc. (BRAINTREE MA)
CT
05/26/2006 - 10/01/2008
WORLD GROUP SECURITIES, INC. (MONROE CT)
GA
06/22/2005 - 04/26/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
04/12/2002 - 11/24/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
09/27/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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