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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mandelbaum is an investment advisor representative with Bleakley Financial Group, LLC. David has been in the industry since 1998 and has a Series 63, Series 7, and Series 65. David's previous experience includes working at Prudential Securities Incorporated. Bleakley Financial Group, LLC is a registered investment advisor that provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Non-investment consulting/implementation services
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.
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NJ
07/05/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NY
12/23/1998 - 02/01/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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