Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emir? Claim Your ProfileEmir Mansfield is a financial advisor who has been in the industry since 2019. Mansfield is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2019. Prior to that, Mansfield was registered with Citigroup Global Markets Inc. and Wells Fargo Advisors Financial Network, LLC. Mansfield is licensed to conduct business in Missouri. Mansfield has Series 7TO, Series 99TO, Series 9, Series 10, and Series 66 licenses. Mansfield specializes in providing financial planning and portfolio management services to individuals, businesses, and institutional clients. Mansfield is also involved in marketing for small brick and mortar 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.
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
MO
11/04/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
12/09/2020 - 09/17/2021
CITIGROUP GLOBAL MARKETS INC. (O'Fallon MO)
MO
01/30/2020 - 10/09/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
08/14/2019 - 10/09/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BOTH
Issued 09/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/07/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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