MV
Manuel A. Velasquez
KESTRA ADVISORY SERVICES
Tampa, FL
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CRD#: 7978075
MV
Professional summary
Manuel Alejandro Velasquez, who also goes by Manny Alejandro Velasquez, Manuel Velasquez, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Tampa, Florida and KESTRA INVESTMENT SERVICES, LLC located in Coral Springs, Florida.
Manuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Manuel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Manny Alejandro Velasquez | Manuel Velasquez
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.
Business Name: MANUEL VELASQUEZ FREIGHT SIDE HUSTLE POSITION: Freight Agent NATURE: Freight Agent INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2021ADDRESS: 13307 N oregon ave, Tampa FL 33612, United States DESCRIPTION: I talk to customers and truck drivers about managing shipments throughout north America. Business Name: MANUEL VELASQUEZ REAL ESTATE LICENSE POSITION: Real Estate Agent NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2017 ADDRESS: 13307 N oregon ave, Tampa FL 33612, United States DESCRIPTION: I give referrals out to other agents and take an income from the referral fees off of the commission from the sale of the properties. Business Name: MANUEL VELASQUEZ POSITION: Owner of the property NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2020 ADDRESS: 11644 fort Caroline lakes drive, Jacksonville FL 32225, United States DESCRIPTION: Manage the rental property and tenants. Business Name: VELASQUEZ WEALTH MANAGEMENT POSITION: Retirement planner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2024 ADDRESS: 2900 N. University Drive Suite 40, Coral Springs FL 33065, United States DESCRIPTION: Opening client brokerage accounts, depositing checks into brokerage accounts, selling life insurance products, calling book of business to create financial appointments, prospecting for new clients, opening financial plans, working on social media platform to create more business opportunities, working closely with advisor to learn the business. Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Retirement planner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2024 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735, United States DESCRIPTION: calling book of business to create financial appointments, prospecting for new clients, opening financial plans, working closely with advisor to learn the business.
CRS (Client Relationship Summary) - RIA
Click below to view Manuel Alejandro Velasquez'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®
NoneExperience
Current
April 4, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 2900 N University Dr Suite 40, Coral Springs, FL 33065RIA
CRD#: 283330
Tampa, FL
Current
November 11, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2900 N University Dr Suite 40, Coral Springs, FL 33065BD
CRD#: 42046
Coral Springs, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(2/4/2025)
IAR
Florida(4/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/11/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
