Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Frederick Mangam is a financial advisor with over 40 years of experience in the financial services industry. James is a Registered Representative and Investment Advisor Representative currently registered with LPL Financial LLC. Prior to joining LPL Financial, James was affiliated with CADARET, GRANT & CO., INC. James holds the Series 7TO, SIE, and Series 1 securities licenses as well as the Series 63 uniform state law examination. James also holds the Certified Financial Planner designation. James is dedicated to providing personalized financial advice and investment solutions to individuals, families, and businesses. James is committed to building long-term relationships with clients and helping them achieve their financial goals.
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.
1
2
NJ
09/11/2023 - Present
LPL Financial LLC (ORADELL NJ)
NJ
09/03/1982 - 09/13/2023
CADARET, GRANT & CO., INC. (Oradell NJ)
NA
03/26/1981 - 12/08/1982
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
04/03/1973 - 02/18/1980
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 11/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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