Manuel Alonso, financial advisor South Miami FL

Manuel Alonso

CRD Number: 4432725
Current Firm: Raymond James Financial Services Advisors, Inc.

Manuel Alonso (CRD# 4432725) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Miami, FL and has over 18 years of experience in the finance industry.

Similar Advisors
Mario Yngerto, financial advisor South Miami FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Hans Abate, financial advisor South Miami FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Similar Advisors
Denise Abi-Fadel, financial advisor South Miami FL
Denise M. Abi-Fadel
CRD# 4396600
Mml Investors Services, LLC
Company Name Location Dates Years
Ewe & Me, LLC South Miami, FL Jul 2019 - Current 3
Raymond James Financial Services Advisors Inc. South Miami, FL May 2019 - Current 3
Raymond James Financial Services, Inc. South Miami, FL May 2018 - Current 4
The 401(k) Lab South Miami, FL Feb 2012 - Current 11
Mml Investors Services Coral Gables, FL Mar 2012 - May 2018 6
Massmutual Life Insurance Company Coral Gables, FL Feb 2012 - May 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Manuel Alonso
Phone Number: 727-567-3020
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    245,249
    MILLIONS
  • Total Number of Accounts
    932,793
    ACCOUNTS
  • Average Account Value
    $262,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.