Unclaimed
Godelieve Holemans Mansfield is a financial advisor with Morgan Stanley, located in Blue Bell, PA. Godelieve has been working in the financial industry since 2012 and has a diverse background of experience. Previously, Godelieve worked at Santander Securities LLC and Hornor, Townsend & Kent, Inc., in the Pennsylvania area. Godelieve is registered with FINRA and holds the 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
02/03/2023 - Present
Morgan Stanley (Blue Bell PA)
PA
05/05/2016 - 06/22/2022
SANTANDER SECURITIES LLC (Clifton Heights PA)
PA
03/31/2014 - 04/01/2016
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
PA
09/06/2012 - 04/01/2014
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
BOTH
Issued 11/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Godelieve Mansfield is the right advisor for you? Invested Better is here to help.