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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel robert? Claim Your ProfileManuel robert Senna jr. is a financial advisor with UBS Financial Services Inc., a firm with over $50 billion in assets under management. Manuel Robert Senna jr. has been in the financial services industry since 2000 and is registered with the Securities and Exchange Commission (SEC) as a broker-dealer and investment advisor representative. He has a broad range of experience and expertise, including securities, futures, and investment management. Manuel Robert Senna jr. specializes in serving high-net-worth individuals, corporations, and charitable organizations. He holds the Series 66, 7, 31, and SIE exams and is registered in several states. Manuel Robert Senna jr. is a member of the Tahoe Roundtable and is committed to providing clients with personalized financial planning and investment advice.
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.
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.
See schedule d - miscellaneous
1
2
NV
10/01/2019 - Present
UBS Financial Services Inc. (RENO NV)
CA
05/01/2000 - 11/24/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
BOTH
Issued 05/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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