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Mandel Harris Pettiford

Corecap Advisors

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About Mandel Harris Pettiford

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.

Firm Information

Mandel Pettiford is currently registered with Corecap Advisors. Corecap Advisors is an investment advisory firm located in SOUTHFIELD, MI. They manage over $2.46 billion in assets for 8,713 clients, primarily individuals, corporations, and pension plans. They offer a variety of advisory services, including financial planning, portfolio management, and educational seminars. Corecap Advisors is registered with the SEC under the number 801-72687.
Corecap Advisors

27777 FRANKLIN ROAD

SOUTHFIELD, MI 48034

$2.47B

Assets Under Management

6

Total Clients

116

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mandel Pettiford’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mandel Harris Pettiford.
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