Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mandrella is a financial advisor at Osaic Wealth, Inc. with over 40 years of experience in the industry. Michael has been a registered representative for over 40 years. His primary focus is to work with advisory accounts. Michael also provides insurance sales and investment advisory services through Securities America Advisors, Inc.
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.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (WESTLAKE OH)
OH
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (WESTLAKE OH)
OH
03/07/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (WESTLAKE OH)
OH
07/20/1999 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
07/28/1992 - 07/29/1999
MW MANAGEMENT COMPANY (EUCLID OH)
NJ
05/01/1993 - 11/15/1994
PRUDENTIAL RETIREMENT SERVICES, INC. (NEWARK NJ)
NJ
06/01/1992 - 05/01/1993
PRUDENTIAL ASSET MANAGEMENT COMPANY SECURITIES CORPORATION (NEWARK NJ)
CT
01/09/1987 - 07/21/1992
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NJ
10/19/1990 - 06/01/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
03/28/1979 - 01/23/1987
THE VARIABLE ANNUITY MARKETING COMPANY
BOTH
Issued 06/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 02/12/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Mandrella is the right advisor for you? Invested Better is here to help.
