Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry John Mangano is a financial advisor at Stifel, Nicolaus & Company, Inc. Kerry has been in the financial services industry since 1982 and has extensive experience in portfolio management for individuals, businesses, and pooled investment vehicles. Kerry is registered to offer advisory services in California, Connecticut, Florida, Illinois, Nevada, New Jersey, New York, Texas and Virginia. Kerry is also a registered representative of Stifel, Nicolaus & Company, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (NEWPORT BEACH CA)
CA
01/01/2008 - 07/06/2018
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
01/25/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (IRVINE CA)
NY
03/16/1989 - 01/25/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/21/1988 - 03/04/1989
PAINEWEBBER INCORPORATED
NA
04/25/1988 - 11/25/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
06/27/1986 - 05/19/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/03/1985 - 07/03/1986
BEAR, STEARNS & CO. INC.
NA
08/30/1982 - 09/13/1985
DEAN WITTER REYNOLDS INC.
BC
Issued 08/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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