Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mandisa? Claim Your ProfileMandisa Trader is a financial professional with over 20 years of experience in the financial services industry. Mandisa has worked for several firms, including Ameriprise Financial Services, Inc., Morgan Stanley DW Inc., and Gunnallen Financial, Inc. Mandisa holds several licenses and certifications, including Series 7, Series 24, and Series 63. Mandisa is currently registered with Ameriprise Financial Services, LLC and is located in Boca Raton, Florida.
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.
Asset allocation services
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.
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2
FL
08/19/2024 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
MN
02/28/2018 - 03/02/2022
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
09/30/2015 - 02/28/2018
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
FL
04/12/2010 - 08/24/2015
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
FL
08/23/2002 - 03/31/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
11/01/2000 - 05/09/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
08/17/2000 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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