Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mandy? Claim Your ProfileMandy Marie Haskell is a financial advisor with Concurrent Investment Advisors, LLC. Mandy has been in the industry since 2006 and holds the Series 66, Series 7, and SIE exams. Mandy is a Certified Financial Planner™ and is registered to provide investment advice in Texas. Mandy has experience working with individuals, corporations, businesses, and pension and profit-sharing plans. Prior to working at Concurrent Investment Advisors, LLC, Mandy was employed at Raymond James Financial Services, Inc. Mandy provides financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
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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TX
04/25/2023 - Present
Concurrent Investment Advisors, LLC (Houston TX)
TX
01/13/2022 - 05/18/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Houston TX)
TX
05/24/2018 - 01/19/2022
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
ND
12/02/2014 - 05/18/2018
INTEGRITY FUNDS DISTRIBUTOR, LLC (MINOT ND)
TX
07/21/2011 - 11/20/2014
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
01/19/2011 - 06/22/2011
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
TX
12/18/2006 - 12/06/2010
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
02/14/2006 - 12/19/2006
COMMONWEALTH FINANCIAL NETWORK (SAN ANTONIO TX)
BOTH
Issued 02/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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