Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey Mancuso is a financial advisor with Destiny Wealth Partners, LLC, a registered investment advisor. Audrey has been in the financial services industry since 2011, and holds the Series 65, SIE, and Series 99 licenses. Audrey also holds the Certified Financial Planner designation. Audrey has experience working with high net worth individuals and other clients. Destiny Wealth Partners, LLC provides financial planning, pension consulting, and portfolio management services to individuals, families, and businesses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Flat fee
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FL
06/23/2017 - Present
Destiny Wealth Partners, LLC (TAVARES FL)
FL
04/03/2012 - 10/04/2016
PURSHE KAPLAN STERLING INVESTMENTS (TAVARES FL)
IA
Issued 07/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2012
Series 99 - Operations Professional Examination
Active
Inactive
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