Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Uranga is a financial professional with over 24 years of experience in the securities industry. Manuel is currently registered with Insigneo Advisory Services, LLC, and holds licenses in California, Colorado, Connecticut, Delaware, Florida, and New York. Manuel has a strong track record of providing investment advice and portfolio management services to individuals, corporations, and pooled investment vehicles. Manuel specializes in the areas of financial planning, portfolio management for businesses, and portfolio management for individuals. Prior to joining Insigneo Advisory Services, LLC, Manuel worked at Bolton Global Capital and Bolton Securities Corporation. Manuel is a dedicated professional who is committed to providing clients with the highest level of service and expertise.
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.
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.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
1
2
NY
01/27/2023 - Present
Insigneo Advisory Services, LLC (New York NY)
NY
08/31/2017 - 01/30/2023
BOLTON GLOBAL CAPITAL (New York NY)
NY
08/31/2017 - 11/26/2018
BOLTON SECURITIES CORPORATION (New York NY)
NY
06/01/2009 - 08/29/2017
MORGAN STANLEY (NEW YORK NY)
NY
07/21/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
11/20/1998 - 07/31/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 08/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 3 - National Commodity Futures Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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