Manny Alonso

Manny Alonso Email and Phone Number

Retirement Plan Services @ Raymond James
880 Carillon Parkway, St. Petersburg,Florida 33716,United States
Manny Alonso's Location
Miami, Florida, United States, United States
Manny Alonso's Contact Details

Manny Alonso personal email

n/a
About Manny Alonso

Manny Alonso is a Retirement Plan Services at Raymond James. He possess expertise in series 6, sales, 401k, series 63, marketing and 44 more skills.

Manny Alonso's Current Company Details
Raymond James

Raymond James

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Retirement Plan Services
880 Carillon Parkway, St. Petersburg,Florida 33716,United States
Website:
raymondjames.com
Employees:
18734
Manny Alonso Work Experience Details
  • Raymond James
    Limited Financial Advisor
    Raymond James May 2018 - Present
    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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  • John Hancock Financial Services
    Regional Vice President
    John Hancock Financial Services Nov 2008 - Nov 2011
    South Florida & Puerto Rico
    Responsible for conducting sales activities in the 401(k) marketplace in South Florida & Puerto Rico Also assisted advisors and TPA's with their marketing activities . Sold 150 plans in a 3 year period.
  • John Hancock Financial Services
    Regional Marketing Director
    John Hancock Financial Services Dec 2005 - Nov 2008
    Florida
    I was responsible for generating new sales opportunities for 401(k) wholesalers in Florida. I also assisted in the development of new relationships at various broker dealers and wire house offices. This positions also required me to represent John Hancock at 401(k) industry seminars. Since Raymond James is located in Florida I was responsible for the relationship management at the firm.
  • John Hancock Financial Services
    Regional Communication Consultant
    John Hancock Financial Services Nov 2001 - Dec 2005
    Florida
    Impacted over 6,000 employees in a 5 year period. Worked with 401(k) wholesalers, TPA's and advisors in the Southeast United States. I was responsible for conducting effective employee enrollment meetings for new and existing John Hancock 401(k) clients. I was also responsible for retention of assets through Annual Contract Reviews, presentation of John Hancock enhancements, and re-education meetings for the in-force block of business in the 2 to 3 million dollar range.

Manny Alonso Skills

Series 6 Sales 401k Series 63 Marketing Retirement Planning Retirement Series 7 Mutual Funds Fixed Annuities Investments Pensions Disability Insurance Asset Allocation Long Term Care Employee Benefits Insurance Relationship Management Financial Advisory Erisa Defined Benefit Life Insurance Wealth Management Finra Investment Advisory Variable Annuities Securities Series 65 Series 24 Financial Services Separately Managed Accounts Investment Strategies Etfs Iras Financial Planners Uniform Combined State Law Estate Planning Alternative Investments Retirement Plan Consulting Wealth Term Life Insurance Strategic Financial Planning Qualified Retirement Plans Profit Sharing Investment Management Long Term Care Insurance Wealth Accumulation Asset Management Wealth Management Services

Frequently Asked Questions about Manny Alonso

What company does Manny Alonso work for?

Manny Alonso works for Raymond James

What is Manny Alonso's role at the current company?

Manny Alonso's current role is Retirement Plan Services.

What is Manny Alonso's email address?

Manny Alonso's email address is lb****@****uth.net

What skills is Manny Alonso known for?

Manny Alonso has skills like Series 6, Sales, 401k, Series 63, Marketing, Retirement Planning, Retirement, Series 7, Mutual Funds, Fixed Annuities, Investments, Pensions.

Who are Manny Alonso's colleagues?

Manny Alonso's colleagues are Savannah Sumner, Palmer Knight, Kristi Collis, Pmp, Karli Burns, Sanderetta Frusetta, Conor Bayer, Cfp®, Alan Zeleznock.

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