Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mandy? Claim Your ProfileMandy Bittner is a financial advisor at Stifel, Nicolaus & Company, Inc. in BEL AIR, MD. Mandy is licensed to offer financial advice in 42 states. Mandy has been in the securities industry since 2001 and has experience providing financial advice to individuals, corporations, and institutions. Mandy is registered with Stifel, Nicolaus & Company, Inc. and holds Series 7, Series 66, and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
11/12/2021 - Present
Stifel, Nicolaus & Company, Inc. (BEL AIR MD)
MD
06/05/2007 - 08/19/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BEL AIR MD)
MD
12/04/2006 - 06/05/2007
RYAN BECK & CO. (BEL AIR MD)
MD
02/21/2006 - 12/07/2006
CITIGROUP GLOBAL MARKETS INC. (BEL AIR MD)
MD
02/22/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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