Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mandell is a financial advisor with Maryland Financial Group, Inc., a firm that provides investment advisory services. David has been in the industry since 1994 and is registered with the Financial Industry Regulatory Authority (FINRA) and several states. He is a Series 6, 7, 31, and 63 licensed professional, as well as a Series 65 licensed investment advisor representative. David Mandell is a financial advisor with over 25 years of experience in the industry. He is passionate about helping individuals and families achieve their financial goals. David is also a registered representative of Maryland Financial Group, Inc. and is committed to providing his clients with the highest level of service and professionalism.
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.
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
SC
04/22/2016 - Present
Maryland Financial Group, Inc. (MT. PLEASANT SC)
SC
01/26/2012 - 04/02/2014
FSC SECURITIES CORPORATION (MT. PLEASANT SC)
SC
12/08/2008 - 12/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. PLEASANT SC)
SC
04/02/2007 - 01/02/2009
MORGAN STANLEY & CO. INCORPORATED (CHARLESTON SC)
SC
10/07/1999 - 04/02/2007
MORGAN STANLEY DW INC. (CHARLESTON SC)
NY
02/29/1996 - 09/23/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
08/17/1994 - 12/21/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/17/1994 - 12/21/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/31/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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