Unclaimed
Andrew Mangin is a financial advisor with Fisher Investments in Plano, Texas. Andrew has been in the financial industry for over 8 years. Andrew specializes in providing investment advisory services to individuals, corporations, businesses, pooled investment vehicles, and investment companies. Andrew is a registered representative in Texas and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
12/08/2021 - Present
Fisher Investments (PLANO TX)
WI
10/23/2018 - 12/03/2021
MORGAN STANLEY (Green Bay WI)
TX
01/31/2017 - 10/11/2018
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
MA
08/11/2015 - 01/31/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
VT
10/16/2014 - 08/04/2015
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
BOTH
Issued 11/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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