Best Investors Account Sign in
Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-11
CA RA APPROVED 2018-08-22
  • TX RA
    APPROVED_RES
    Since 2023-08-11
  • CA RA
    APPROVED
    Since 2018-08-22

Branch Locations

101 Metro Drive Suite 264, San Jose, CA 95110 • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc San Jose CA 04/1986 08/2018
Various Insurance Carriers For W&R Insurance Agencies La Selva Beach CA 03/1988 Present
Elaine Manley, Inc. Santa Clara CA 01/1998 02/2018
Jackson National Sunnyvale CA 02/2016 Present
League Of Women Voters Cupertino-Sunnyvale Sunnyvale CA 06/2016 Present
Emoney Advisors Radnor PA 03/2017 03/2018
Mutual Securities, Inc. Camarillo CA 08/2018 Present
Mutual Advisors, Llc. Omaha NE 08/2018 Present
  • 04/1986 → 08/2018
    Waddell & Reed, Inc
    San Jose, CA
  • 03/1988 → Present
    Various Insurance Carriers For W&R Insurance Agencies
    La Selva Beach, CA
  • 01/1998 → 02/2018
    Elaine Manley, Inc.
    Santa Clara, CA
  • 02/2016 → Present
    Jackson National
    Sunnyvale, CA
  • 06/2016 → Present
    League Of Women Voters Cupertino-Sunnyvale
    Sunnyvale, CA
  • 03/2017 → 03/2018
    Emoney Advisors
    Radnor, PA
  • 08/2018 → Present
    Mutual Securities, Inc.
    Camarillo, CA
  • 08/2018 → Present
    Omaha, NE
Previous Registrations
  • 1997-07-08 → 2018-08-16
    Waddell & Reed
    Campbell, CA
    Seattle, WA
    San Jose, CA
Other Businesses

1. INDEPENDENT INSURANCE AGENT, START DATE: 04/24/1986, 101 METRO DRIVE, SUITE 264, SAN JOSE, CA 95110, SOLE-PROPRIETOR, INSURANCE AGENT, OWNER, ADVISE CLIENTS ON INSURANCE AND HELP THEM IMPLEMENT SOLUTIONS, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, 5 HOURS PER DAY DURING TRADING HOURS. 2. League of Women Voters of Cupertino-Sunnyvale, Start Date: 07/01/2019, 1075 Hampshire Ct, Sunnyvale, CA 94087, 501c3 Corporation, Board of Directors, Board Member, Board meetings and projects related to Voter Service, Not Investment Related, 2 hours per month, 0 hours per day during trading hours. 3. Jackson National Life Insurance Company, Start Date: 08/27/2018, 1 Corporate Way, Lansing, MI 48951, Corporation, Insurance Sales Agent, Agent, Life Insurance and Annuity sales and service, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 4. Financial Journey Partners, Inc., Start Date: 08/17/1998, 101 Metro Dr., Ste. 264, San Jose, CA 95110, S Corporation, Administrative Operations and Book Sales, President and Book Author, Manage income, expenses, tax reporting for the business, supervise research, technology, HR functions and write books to give to clients, prospects and the books are available for sales through Amazon, Not Investment Related, 13 Hours per month, 0 Hours per day during trading hours. 5. Book Writing and Sale, Start Date: 09/15/2023, 101 Metro Dr., Ste. 264, San Jose, CA 95110, Book written as owner of FJP, Book Sales, Co-Author of Book, Scott and I are writing books to give to clients and prospects and available for sale on Amazon, Investment Related, 1 Hour per month, 0 Hours per day during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-01
S63 Uniform Securities Agent State Law Examination 1992-09-15
  • S65 Uniform Investment Adviser Law Examination
    1999-04-01
  • S63 Uniform Securities Agent State Law Examination
    1992-09-15
Designations
Other Names
  • Elaine Rose Sentir
  • Elaine Manley

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Jose, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor