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Angela D Mansfield

Park Avenue Securities LLC

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About Angela D Mansfield

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.

Firm Information

Angela Mansfield is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Mansfield’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela D Mansfield.
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