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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mandy? Claim Your ProfileMandy Ilene Marengo is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Mandy has been in the financial services industry since 2012. She is licensed in Florida and Texas and holds the Series 63, 66, 7, 9, 10 and SIE licenses. Mandy specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. She is committed to helping clients reach their financial goals.
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.
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.
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2
FL
02/28/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 02/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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