Manuel Bello (CRD# 6193470) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Winter Park, FL and has over 10 years of experience in the finance industry.
CRD# 4822125
J.p. Morgan Securities LLC
CRD# 5318320
Global Asset Management Group
CRD# 6524729
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Orlando, FL | Sep 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orlando, FL | Aug 2018 - Current | 5 |
| Alfaomega Financial Group | Kissimmee, FL | Mar 2016 - Aug 2018 | 2 |
| Home Depot | St. Cloud, FL | Mar 2017 - Aug 2017 | < 1 |
| Bny Mellon | Lake Mary, FL | May 2015 - Mar 2016 | < 1 |
| Jackson Wealth Management, LLC | Lake Mary, FL | May 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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