Manuel Rezendes (CRD# 4617575) is an Investment Advisor Representative working at Bountiful Investment Management LLC in Rumford, RI and has over 21 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 |
|---|---|---|---|
| Euclid Wealth Management LLC | Rumford, RI | Aug 2015 - Current | 8 |
| Cco Investment Services | East Providence, RI | Aug 2013 - Current | 10 |
| Euclid Financial Services | Rumford, RI | Jul 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- CT
- FL
- IL
- IN
- MA
- NH
- NC
- RI
- SC
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts638ACCOUNTS
-
Average Account Value$166,250
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CT, FL, IL, IN, MA, NC, NH, RI, SC
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