Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Santiago is a registered investment advisor representative with Eagle Strategies LLC. Manuel is licensed to provide investment advice in several states, including Pennsylvania, New Jersey and Texas. Manuel has been in the financial services industry since 2012. He has passed the Series 6, Series 7, Series 63 and Series 65 exams. Manuel specializes in providing financial planning, pension consulting, and portfolio management for both individuals and businesses. Manuel's clients include high net worth individuals, corporations, and charitable organizations. He works with clients to develop personalized financial plans that meet their unique needs and goals. Manuel is committed to providing his clients with exceptional service and helping them achieve their financial objectives.
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.
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
PA
09/30/2022 - Present
Eagle Strategies LLC (PHILADELPHIA PA)
IA
Issued 09/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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