Unclaimed
Mamy Rose Niang is a financial advisor at Edelman Financial Engines. Mamy has been in the financial services industry since 2010. Mamy is licensed to provide investment advice in California, Georgia and Texas. Mamy has a Series 6, 7, 63 and 66 license. Mamy specializes in providing financial planning services, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
GA
08/30/2018 - Present
Edelman Financial Engines (DULUTH GA)
GA
09/10/2012 - 05/10/2013
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
GA
06/04/2012 - 08/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
01/22/2010 - 04/17/2012
CHASE INVESTMENT SERVICES CORP. (LILBURN GA)
BOTH
Issued 07/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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