Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Mangieri is a financial advisor with Raymond James Financial Services Advisors, Inc. in Galesburg, Illinois. Mark has been a registered representative for over 30 years and holds Series 7, 63, 65 and 66 licenses. Mark specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Mark has experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Mark's previous employers include First Brokerage America, L.L.C., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/08/2013 - Present
Raymond James Financial Services Advisors, Inc. (GALESBURG IL)
IL
10/07/2003 - 09/13/2010
FIRST BROKERAGE AMERICA, L.L.C. (GALESBURG IL)
MN
02/28/1994 - 10/02/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/28/1994 - 10/02/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/29/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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