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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 Marie Shekleton is a Registered Representative and Investment Advisor Representative at Cadaret Grant & Co., Inc. Mandy has been in the securities industry since 2007. Mandy has a wide range of experience in the financial services industry and is committed to providing her clients with the highest level of service. Mandy holds a Series 6, 7, 24, 52, 53, 63, 66, 99TO, and SIE license. Mandy has been registered in New York and 51 other states and the District of Columbia.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/04/2024 - Present
Cadaret, Grant & CO., Inc. (Syracuse NY)
CT
02/23/2016 - 11/09/2023
VOYA FINANCIAL ADVISORS, INC. (Windsor CT)
CT
03/22/2010 - 02/01/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
CT
06/25/2007 - 01/11/2010
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 12/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/30/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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