Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Birt Mangano is a financial advisor with over 30 years of experience. Barbara currently works with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, based out of their Palm Beach Gardens, FL office. Prior to working with Wells Fargo, Barbara worked with Morgan Stanley for several years. Barbara is registered with FINRA and several states, including Florida, Texas, and other jurisdictions. Barbara is a Series 7, Series 63 and SIE licensed professional.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/14/2013 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
FL
06/01/2009 - 10/23/2013
MORGAN STANLEY (NORTH PALM BEACH FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NORTH PALM BEACH FL)
FL
05/13/1998 - 04/02/2007
MORGAN STANLEY DW INC. (NORTH PALM BEACH FL)
NC
01/29/1997 - 04/06/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
09/30/1994 - 01/23/1997
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
NY
01/23/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
FL
04/16/1993 - 01/28/1994
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
01/18/1993 - 03/25/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Barbara Mangano is the right advisor for you? Invested Better is here to help.
