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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fadi? Claim Your ProfileFadi Mansour is a financial advisor with over 10 years of experience in the industry. Fadi is registered with LPL Financial LLC and is licensed in California and Texas. Fadi has experience working with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Fadi's specializations include financial planning, portfolio management, and investment consulting. Fadi is committed to providing personalized financial advice and helping clients achieve their financial goals. Fadi is a Certified Financial Planner™. Fadi holds Series 6, 7, 63 and 66 licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
08/16/2019 - Present
LPL Financial LLC (SANTA ANA CA)
CA
07/01/2019 - 08/09/2019
CUSO FINANCIAL SERVICES, L.P. (Laguna Hills CA)
CA
08/20/2018 - 07/11/2019
LPL FINANCIAL LLC (HUNTINGTON BEACH CA)
CA
09/10/2015 - 06/28/2018
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
CA
02/18/2014 - 08/31/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LONG BEACH CA)
CA
02/08/2012 - 02/15/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
CA
08/11/2008 - 02/09/2012
AXA ADVISORS, LLC (IRVINE CA)
BOTH
Issued 08/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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