Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mante? Claim Your ProfileMante Osei is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in NEW YORK, NY. Mante has been in the securities industry since 2017. Mante is licensed in 53 states and the District of Columbia. Mante is also licensed in 2 states for Investment Advisory Services. Mante holds the following FINRA licenses: Series 6, Series 7, Series 63, and Series 66. Mante also has the SIE exam. Mante's previous employment includes Wells Fargo Clearing Services, LLC and Santander Securities LLC. Mante has experience in financial planning, portfolio management, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
08/28/2019 - 05/05/2022
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
09/18/2017 - 07/26/2019
SANTANDER SECURITIES LLC (MANHASSET NY)
BOTH
Issued 12/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mante Osei is the right advisor for you? Invested Better is here to help.
