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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Louis Mantoani is a registered investment advisor representative and registered representative with Beacon Pointe Advisors, LLC. Jeffrey has been in the industry since 1998. Prior to joining Beacon Pointe Advisors, LLC, Jeffrey was a registered representative with Securities America, Inc. and LPL Financial Corporation. Jeffrey holds the Series 4, 7, 8, 9, 10, 63, 66, 99TO and SIE licenses. Jeffrey specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies.
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.
Consulting 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.
A percentage of the total value of assets under management is charged.
1
2
CA
04/13/2022 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
04/12/2010 - 03/31/2022
SECURITIES AMERICA, INC. (CARLSBAD CA)
CA
04/07/2005 - 03/26/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
NE
06/01/1998 - 02/17/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
09/09/1997 - 06/01/1998
JACK WHITE & COMPANY, INC.
BOTH
Issued 07/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/18/1998
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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