Unclaimed
Manuel Rosas Chavez is a financial advisor with Cetera Investment Advisers LLC. Manuel has over 13 years of experience in the financial services industry. Manuel is registered with the state of Florida and Texas as an Investment Advisor Representative. Manuel has previously worked at Cambridge Investment Research, Inc., Morgan Stanley, and Edward Jones. Manuel offers financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Manuel is committed to providing clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (Port Orange FL)
FL
10/11/2013 - 11/23/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Port Orange FL)
FL
01/13/2012 - 10/23/2013
MORGAN STANLEY (DELAND FL)
FL
07/26/2010 - 01/17/2012
EDWARD JONES (DELTONA FL)
BOTH
Issued 8/7/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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