Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serena? Claim Your ProfileSerena Elsie Manfre is a financial professional with over 10 years of experience in the industry. Serena is currently registered with Vanguard Advisers, Inc. as an Investment Advisor Representative in Arizona and Texas. Serena's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisers. Serena holds the Series 6, 7, 24, 63 and 65 licenses, and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Serena's previous work experience includes a role at The Vanguard Group, Inc., where she gained valuable experience in the financial services industry.
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.
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
AZ
05/11/2015 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
IA
Issued 05/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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