Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Mancuso is a financial advisor who has been in the industry since 2011. Andrew holds licenses for both Broker-Dealer and Investment Advisor Representatives. Andrew is currently employed by The Ameriflex Group. Andrew has previously worked at SAGEPOINT FINANCIAL, INC., U.S. BANCORP INVESTMENTS, INC., J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Andrew has a Series 6, Series 7, Series 63 and Series 66 license. Andrew is a CERTIFIED FINANCIAL PLANNER™. Andrew has also been an active investor and is currently a Chief Financial Officer for Peek.io. Andrew is a licensed insurance agent selling life, long-term care and disability insurance. Andrew is also a tax preparer.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/02/2021 - Present
THE Ameriflex Group (Torrance CA)
CA
01/16/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TORRANCE CA)
CA
08/08/2016 - 01/17/2020
U.S. BANCORP INVESTMENTS, INC. (CULVER CITY CA)
CA
10/01/2012 - 08/15/2016
J.P. MORGAN SECURITIES LLC (MANHATTAN BEACH CA)
CA
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MANHATTAN BEACH CA)
BOTH
Issued 10/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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