Manuel MenendezCRD Number: 1992107
Current Firm: Cpr Financial & Insurance Services, Inc.
Manuel Menendez (CRD# 1992107) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in North Miami, FL and has over 19 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
|Cpr Financial & Insurance Services, Inc.||Doral, FL||Nov 2015 - Current||7|
|Independent Insurance Agent||Doral, FL||Oct 2015 - Current||7|
|Hbw Advisory Services LLC||Simi Valley, CA||Oct 2010 - Nov 2015||5|
|Hbw Insurance & Financial Services, Inc.||Doral, FL||Feb 2010 - Nov 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2004|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management19MILLIONS
Total Number of Accounts377ACCOUNTS
Average Account Value$49,835
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, TX
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