Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Edward Mang is a registered representative and investment advisor representative with Captrust. Gerald Edward Mang is licensed to provide investment advice in Florida and Indiana. Gerald Edward Mang has been in the industry since 2005. Before joining Captrust, Gerald Edward Mang was a registered representative with First Allied Securities, Inc. and FFP Securities, Inc. Gerald Edward Mang has passed the Series 66, Series 7 and SIE exams. Gerald Edward Mang specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, and institutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IN
05/06/2020 - Present
Captrust (Chesterton IN)
IN
05/30/2008 - 05/07/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IN
01/03/2005 - 05/30/2008
FFP SECURITIES, INC. (CHESTERTON IN)
BOTH
Issued 10/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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