Manuel Ortiz Aquino, financial advisor Orlando FL
88 score

Manuel Ortiz Aquino

CRD Number: 6150167
Current Firm: Charles Schwab & Company, Inc.

Manuel Ortiz Aquino (CRD# 6150167) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 2 years of experience in the finance industry.

Similar Advisors
Mark Hopler, financial advisor Orlando FL
Mark S. Hopler
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Sandy King, financial advisor Orlando FL
Sandy H. King
CRD# 5992503
Alconbury Trust L.l.c
Score
100
Similar Advisors
Leo Lorenz, financial advisor Orlando FL
Leo C. Lorenz
CRD# 5681502
Edward Jones
Score
100
Company Name Location Dates Years
Charles Schwab & Company, Inc. Orlando, FL Dec 2012 - Current 4
Td Bank Altamonte Springs, FL Apr 2012 - Dec 2012 < 1
Best Buy Orlando, FL Oct 2011 - Apr 2012 < 1
Sears Holdings Orlando, FL Aug 2007 - Oct 2011 4
Full-time Education Palm Bay, FL Sep 2005 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Manuel A. Ortiz Aquino
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.