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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Rosas Chavez is a financial advisor with Cetera Investment Advisers LLC in Port Orange, Florida. Manuel has over 13 years of experience in the financial industry and is registered with the state of Florida and Texas. Manuel offers financial planning and investment management services to individuals, businesses, and institutions. Manuel specializes in a variety of financial services including retirement planning, college savings, and estate planning. He has a deep understanding of the financial markets and is committed to helping his clients achieve their financial goals. Manuel has a strong reputation in the community and is a trusted advisor to his clients.
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.
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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 08/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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