Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mandi? Claim Your ProfileMandi Miglino is a financial advisor with Osaic Wealth, Inc. in Raleigh, North Carolina. Mandi has been in the financial services industry since 2012 and is registered with both FINRA and the state of North Carolina. Mandi has experience working with individual clients, businesses, and charitable organizations. Mandi is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
1
2
NC
06/05/2023 - Present
Osaic Wealth, Inc. (RALEIGH NC)
GA
10/31/2018 - 04/12/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
FL
05/13/2016 - 10/04/2018
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
07/24/2013 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
08/27/2012 - 06/28/2013
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
BOTH
Issued 06/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mandi Miglino is the right advisor for you? Invested Better is here to help.
