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MM

Manuel Menendez

CPR FINANCIAL & INSURANCE SERVICES
North Miami, FL 33181
Some features on this profile are disabled
CRD#: 1992107
MM

Professional summary

Manuel Menendez, who also goes by Manny Menendez, is a registered financial advisor currently at CPR FINANCIAL & INSURANCE SERVICES, INC. located in North Miami, Florida.

Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Manuel has worked at 4 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Manny Menendez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INDEPENDENT INSURANCE AGENT; SALES OF INSURANCE RELATED PRODUCTS; INSURANCE AGENT; START DATE 10/2015.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Manuel Menendez's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 20, 2015 - Present

CPR FINANCIAL & INSURANCE SERVICES, INC.

Office #1: 1801 Ne 123rd Street Suite 314, North Miami, FL 33181Office #2: 1801 Ne 123rd Street Suite 314, North Miami, FL 33181
RIA
CRD#: 145855
North Miami, FL
Past

October 28, 2010 - November 2, 2015

HBW ADVISORY SERVICES LLC

RIA
CRD#: 143665
DORAL, FL
Past

July 7, 2010 - December 31, 2012

HBW SECURITIES LLC

BD
CRD#: 136959
DORAL, FL
Past

December 8, 1989 - March 17, 2010

PFS INVESTMENTS INC.

BD
CRD#: 10111
MIAMI, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(11/20/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/28/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/14/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 12/7/1989
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 3/10/1995
Investment Company Products/Variable Contracts Principal Examination

Current Firm

CF
CPR FINANCIAL & INSURANCE SERVICES, INC.
CPR FINANCIAL & INSURANCE SERVICES, INC. | CPR FINANCIAL SERVICES, INC.

CRD#: 145855 / SEC#:

California
Registered Investment Advisory firm - (1/15/2008 Approved)
Florida
Registered Investment Advisory firm - (9/24/2015 Approved)
Louisiana
Registered Investment Advisory firm - (3/15/2021 Approved)
Texas
Registered Investment Advisory firm - (2/6/2015 Approved)
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Contact information

Main Address
603 E. Broadway St, Prosper, TX 75078
Mailing Address
Phone number
(877) 431-6997
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts756
AUM (Assets Under Management)$ 69,347,508

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CPR FINANCIAL & INSURANCE SERVICES, INC.

CRD#: 145855North Miami, FL 33181

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