Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Manansala Manankil is a financial advisor at Ameriprise Financial Services, LLC. Richard has been in the industry since 1995 and has experience with a variety of firms, including Wells Fargo Clearing Services, LLC and Janney Montgomery Scott LLC. Richard holds Series 7, 62, 63, and 65 licenses. Richard specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Businesses and Individuals. Richard is also the owner of Reagan Espie Inc.
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.
Asset allocation 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.
1
2
FL
01/07/2021 - Present
Ameriprise Financial Services, LLC (Lakewood Ranch FL)
FL
11/18/2016 - 01/15/2021
WELLS FARGO CLEARING SERVICES, LLC (VENICE FL)
FL
11/15/2012 - 11/30/2016
JANNEY MONTGOMERY SCOTT LLC (SARASOTA FL)
FL
09/26/2008 - 11/16/2012
RAYMOND JAMES & ASSOCIATES, INC. (SARASOTA FL)
FL
08/06/2004 - 09/29/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (VENICE FL)
MD
03/07/1995 - 08/16/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/26/1988 - 12/19/1988
J. W. GANT & ASSOCIATES, INC.
IA
Issued 08/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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