Joseph
Manzo
Principal Securities, Inc
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About this Advisor
Joseph Manzo is a financial advisor operating out of Roseville, California with 13 years of relevant experience. Manzo is currently employed by Principal Securities, Inc. Manzo has gained experience at Princor Financial Services Corporation, Prinicipal Life Insurance Company, Principal Securities, Principal Life Insurance, J.M. Wealth Management And Insurance Services and Meridian Wealth Management And Insurance Solutions, LLC. Manzo holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Principal Securities, Inc is a registered investment business operating out of Des Moines, IA. The investment advisory business has offices in 350 locations and a total of 1,430 people on staff. It has $9 billion in assets under management among its 46,075 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 34 charities and foundations. Of its 46,075 accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Principal Securities, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice largely depend on which services the firm provides the client. However, fee types charged by Principal Securities, Inc most likely consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joseph Manzo Work History
Joseph has been registered as a financial advisor for 13 years.*
Meridian Wealth Management And Insurance Solutions, LLC
Principal Securities
Principal Life Insurance
J.M. Wealth Management And Insurance Services
Princor Financial Services Corporation
Prinicipal Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Manzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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