Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Manjarrez is a financial advisor who is registered with the state of California as an Investment Advisor Representative with Whelan Financial. Michael has been in the industry since 2012 and has experience with various financial products and services. Michael has passed the Series 6, 63 and 65 exams, and has been recognized as a Certified Financial Planner. In addition to Whelan Financial, Michael has previously worked with J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
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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CA
02/19/2021 - Present
Whelan Financial (FRESNO CA)
CA
10/01/2012 - 06/12/2014
J.P. MORGAN SECURITIES LLC (FRESNO CA)
CA
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FRESNO CA)
IA
Issued 01/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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