Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Rosado is a financial advisor with Spectrum Investment Advisors, Inc., with over 17 years of experience in the industry. Manuel holds a Series 63 and Series 65 securities license and also holds the Series 7 and SIE licenses. Manuel has previously worked at LPL Financial LLC, H. Beck, Inc., Princor Financial Services Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. He provides advisory services to individuals, pension and profit-sharing plans, corporations or other businesses, and other investment advisors. Manuel’s specialties include Portfolio Management for Individuals, Financial Planning, Pension Consulting, and Selection of Other Advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities.
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.
A percentage of the total value of assets under management is charged.
By plan participant flat fees
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2
WI
11/28/2005 - Present
Spectrum Investment Advisors, Inc. (MEQUON WI)
WI
03/31/2011 - 10/15/2015
LPL FINANCIAL LLC (MEQUON WI)
WI
07/07/2005 - 04/25/2011
H. BECK, INC. (MEQUON WI)
IA
06/25/1998 - 06/08/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
07/25/1997 - 09/30/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/25/1997 - 09/30/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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