Unclaimed
Mandie Myers is a financial advisor registered with Fidelity Brokerage Services LLC. Mandie has been in the financial services industry since 2006. Mandie has a Series 7, Series 63 and SIE license. In the past, Mandie has worked at LPL Financial LLC, Wealth Enhancement Brokerage Services, LLC, Mutual Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
1
2
NH
10/13/2022 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NJ
07/01/2021 - 07/01/2022
LPL FINANCIAL LLC (PARSIPPANY NJ)
MN
07/19/2021 - 05/31/2022
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
NJ
01/19/2018 - 06/30/2021
MUTUAL SECURITIES, INC. (Parsippany NJ)
NJ
02/18/2017 - 01/19/2018
LPL FINANCIAL LLC (PARSIPPANY NJ)
NY
11/13/1992 - 08/21/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/19/1991 - 10/16/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
09/22/1992 - 10/20/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
04/13/1992 - 09/24/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/30/1991 - 03/23/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/29/1991 - 09/30/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 06/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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