Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Paul Mangold is an investment advisor representative at Capital Synergy Partners. Gerald has been in the industry since 2006 and has experience with both individual and institutional clients. Gerald is registered with the state of California and has passed the Series 66, Series 7, and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Csp receives third party referral, selection & monitoring fees
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2
FL
10/29/2012 - Present
Capital Synergy Partners (NORTH PALM BEACH FL)
FL
06/04/2008 - 10/05/2012
ING FINANCIAL PARTNERS, INC. (NORTH PALM BEACH FL)
NV
08/16/2006 - 05/23/2008
FINANCIAL WEST GROUP (RENO NV)
BOTH
Issued 11/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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