Unclaimed
Mandel Pettiford has been in the financial services industry since 2001. Mandel is a Registered Representative and Investment Advisor Representative with Corecap Advisors and has worked at a variety of financial institutions. Mandel is also the president of Pettiford Financial and Wealth Management, where he offers insurance, fixed insurance, and annuities. Mandel is dedicated to providing his clients with personalized financial advice and services.
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.
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.
1
2
NJ
11/30/2021 - Present
Corecap Advisors (Mayslanding NJ)
NC
09/13/2019 - 10/26/2021
SUPREME ALLIANCE LLC (CHARLOTTE NC)
NJ
10/05/2011 - 07/15/2019
CENTAURUS FINANCIAL, INC. (PLEASANTVILLE NJ)
NJ
08/12/2011 - 09/15/2011
L.O. THOMAS & CO. INC. (LINWOOD NJ)
NJ
06/14/2010 - 08/26/2011
MORGAN STANLEY SMITH BARNEY (NORTHFIELD NJ)
NJ
07/19/2005 - 05/11/2010
PNC INVESTMENTS (STRATFORD NJ)
IN
10/08/2002 - 04/19/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MN
05/30/2001 - 10/07/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
03/07/2001 - 05/10/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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