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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marioleni? Claim Your ProfileMarioleni Mandelis is a financial advisor with over 30 years of experience in the industry. Marioleni is registered with LPL Financial LLC and Alena Wealth, LLC and has a Series 7, Series 24, and Series 63 license as well as a Certified Financial Planner designation. Marioleni specializes in providing financial planning and consulting services to individuals, families, and businesses. Marioleni has a strong understanding of the financial markets and a commitment to helping clients achieve 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
02/08/2013 - Present
LPL Financial LLC (LEXINGTON MA)
MA
11/03/1993 - 09/24/2012
LPL FINANCIAL LLC (LEXINGTON MA)
MA
05/09/1989 - 12/06/1993
OSHIMA & ASSOCIATES (BOSTON MA)
NA
08/21/1986 - 12/31/1987
NEW ENGLAND SECURITIES CORPORATION
BC
Issued 09/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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