Manuel Alejandro Velasquez

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 12/2019
  Keller Williams
  Jacksonville, FL
• 12/2019 → Present
  Momentum Realty
  Jacksonville, FL
• 05/2015 → 11/2016
  Public Opinion Research Lab
  Jacksonville, FL
• 08/2023 → Present
  Freightratez.cOm
  Tampa, FL
• 09/2024 → Present
  Kestra Investment Services, Llc
  Coral Springs, FL
• 06/2014 → 04/2018
  University Of North Florida
  Jacksonville, FL
• 02/2025 → Present
  Kestra Advisory Services, Llc
  Coral Springs, FL

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-29

Other Names

• Manny Alejandro Velasquez
• Manuel Velasquez