Unclaimed
Michael James Mandelos is a registered investment advisor representative with Miller Howard Investments Inc. based in Kingston, NY. Michael has been in the industry since 2012, working with both individuals and businesses. Michael has the Series 66, SIE, and Series 7 licenses and has been registered in New Jersey since 2014. Previously, Michael has held positions at Foreside Fund Services, LLC and Tangent Capital Partners, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/13/2014 - Present
Miller Howard Investments Inc. (KINGSTON NY)
NY
12/28/2015 - 08/24/2021
FORESIDE FUND SERVICES, LLC (Woodstock NY)
NJ
05/07/2014 - 12/31/2015
TANGENT CAPITAL PARTNERS, LLC (SHORT HILLS NJ)
NJ
04/10/2012 - 04/03/2014
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 11/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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