Unclaimed
Laurel Beth Mann is an investment advisor representative with Mariner Independent. Laurel has been in the industry since 2000. Laurel is registered with the state of California and Texas.
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.
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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CA
06/18/2024 - Present
Mariner Independent (Manhattan Beach CA)
CA
12/13/2001 - 02/25/2016
WADDELL & REED (COSTA MESA CA)
NY
05/15/2000 - 11/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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