Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Roberto Gonzalez-teran is an investment advisor representative registered with Prime Capital Financial. Manuel holds the Series 7TO, Series 63, and Series 65 licenses. Manuel has been in the industry since 2017 and has experience at firms such as Goldman Sachs & Co. LLC and TD Ameritrade, Inc. Manuel specializes in retirement planning, financial planning, and portfolio management. Manuel is committed to providing personalized financial advice to help clients reach their financial goals.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
MD
06/04/2024 - Present
Prime Capital Financial (Bethesda MD)
MD
06/30/2021 - 10/27/2023
GOLDMAN SACHS & CO. LLC (BETHESDA MD)
CA
10/14/2019 - 05/18/2021
TD AMERITRADE, INC. (SAN DIEGO CA)
IA
Issued 06/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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