Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mandi? Claim Your ProfileMandi Jean Renzetti is a financial advisor with Wells Fargo Clearing Services, LLC. Mandi has been in the financial services industry since 1999. Mandi has passed the Series 6, Series 7, Series 9, Series 10, Series 63, and Series 66 exams. Mandi is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Mandi's previous employers include Citigroup Global Markets Inc., WM Financial Services, Inc., First Investors Corporation, and OppenheimerFunds Distributor, 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.
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.
Investment consulting services to institutional clients
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
CO
04/18/2012 - Present
Wells Fargo Clearing Services, LLC (LAKEWOOD CO)
GA
07/25/2007 - 09/04/2008
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
07/25/2005 - 05/21/2007
WM FINANCIAL SERVICES, INC. (FAYETTEVILLE GA)
NJ
04/23/2004 - 06/17/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
NY
04/05/1999 - 04/05/2004
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 06/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe 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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