Emanuel Pinheiro (CRD# 5623110) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Providence, RI and has over 15 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axis Advisors, LLC | Riverside, RI | Feb 2021 - Current | 3 |
| Horizon Benefits LLC | Pawtucket, RI | Jun 2016 - Feb 2021 | 4 |
| New York Life Ins Co | Waltham, MA | Apr 2016 - Apr 2017 | 1 |
| Nylife Securities LLC | Waltham, MA | Apr 2016 - Apr 2017 | 1 |
| Self-employed | Riverside, RI | May 2013 - May 2016 | 3 |
| Mml Investors Services LLC | Warwick, RI | Dec 2013 - Dec 2015 | 2 |
| Massmutual Life Insurance Company | Warwick, RI | Oct 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- RI
-
Total Assets Under Management242MILLIONS
-
Total Number of Accounts1,479ACCOUNTS
-
Average Account Value$163,681
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, MA, NH, RI
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