Unclaimed
Angela Mansfield is a financial advisor with Park Avenue Securities LLC. Angela has been working in the financial services industry since 2010. She has a broad range of experience, including working for Ameritas Investment Corp, Guardian Investor Services, and Transamerica Investors Securities. Angela specializes in providing financial planning, portfolio management, and selection of other advisors. She is registered to provide investment advice in 17 states and is also registered with the Securities Industry and Financial Markets Association (FINRA). Angela is dedicated to helping clients achieve their financial goals.
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.
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
AZ
03/16/2022 - Present
Park Avenue Securities LLC (SCOTTSDALE AZ)
NE
10/12/2016 - 05/18/2018
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
03/31/2015 - 09/02/2016
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/31/2013 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
01/28/2013 - 08/12/2013
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
MA
02/26/1997 - 10/03/2000
MANEQUITY, INC. (BOSTON MA)
IA
Issued 02/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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