Unclaimed
Manuel Ramirez is an investment advisor representative with Hightower Advisors, LLC. Manuel has been in the industry since 2011 and holds the Series 65 license. Manuel has been registered with the state of California since 2022. Manuel specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Manuel is also a registered representative with Hightower Advisors, LLC. Manuel is located in Newport Beach, CA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
01/01/2025 - Present
Hightower Advisors, LLC (Newport Beach CA)
IA
Issued 03/19/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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