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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 Mansur is a financial advisor currently registered with Osaic Wealth, Inc. located in Vancouver, WA. Jeffrey has been in the financial industry since 1996 and has held previous registrations with Signator Investors, Inc., Signator Financial Services, Inc., and New England Securities. Jeffrey holds a number of professional designations, including Certified Financial Planner, and is licensed in multiple states. Jeffrey has experience in a number of areas including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Jeffrey is an active member of the financial industry and is committed to providing his clients with the highest level of service.
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.
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.
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2
WA
11/02/2018 - Present
Osaic Wealth, Inc. (VANCOUVER WA)
WA
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (VANCOUVER WA)
WA
04/10/2003 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (VANCOUVER WA)
NY
07/18/1996 - 05/01/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 06/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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