linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey David Stanga

Financial Management Network Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey David Stanga

Jeffrey David Stanga is a financial advisor with over 8 years of experience in the industry. Jeffrey is currently registered with Financial Management Network Inc. and is a registered representative in California and Texas. Jeffrey also has a Series 3, Series 7, and Series 66 license. Prior to joining Financial Management Network Inc., Jeffrey worked at FMN Capital Corporation. Jeffrey provides financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Jeffrey's current firm is Financial Management Network Inc. which has offices in Mission Viejo, California.

Firm Information

Jeffrey Stanga is currently registered with Financial Management Network Inc.. Financial Management Network Inc. is an investment advisor based in MISSION VIEJO, CA with approximately $1.8 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. They primarily serve high-net-worth individuals, corporations, and pension and profit-sharing plans.
Financial Management Network Inc.

26041 ACERO

MISSION VIEJO, CA 92691

$1.80B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Quarterly fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Stanga’s Registration & Firm History

CA

05/26/2022 - Present

Financial Management Network Inc. (MISSION VIEJO CA)

CA

10/28/2014 - 04/01/2021

FMN CAPITAL CORPORATION (MISSION VIEJO CA)

Not sure if Jeffrey David Stanga is right for you?

Licenses & Designations

BOTH

Issued 11/20/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2014

Series 7 - General Securities Representative Examination

BC

Issued 01/28/2013

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Jeffrey David Stanga. Review regulatory record here.
Not sure if Jeffrey David Stanga is right for you?