Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Alan Mangelsdorf is a registered investment advisor representative with Western Wealth Management LLC. Gary has been in the financial industry since 1996. Gary holds the Series 7, Series 63 and Series 65 licenses. Gary has been registered with the Securities and Exchange Commission (SEC) since 2016. Gary has previously worked at RBC DAIN RAUSCHER INC. and PRUDENTIAL SECURITIES INCORPORATED. Gary specializes in financial planning, pension consulting, educational seminars, and portfolio management. Gary serves individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
CO
06/22/2016 - Present
Western Wealth Management LLC (Lakewood CO)
NY
04/06/2001 - 06/02/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
05/22/1996 - 04/12/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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