Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patsy? Claim Your ProfilePatsy Mandola is a registered investment advisor representative with Retirement Planners Of America. Patsy has been in the financial services industry since 1994 and has experience with a variety of firms including H. BECK, INC., NEXT FINANCIAL GROUP, INC. and Royal Alliance Associates, INC. Patsy holds Series 6, 7, 63, and 65 licenses. Patsy focuses on providing financial planning and portfolio management services to high net worth individuals and individuals other than high net worth. Patsy also specializes in pension and profit sharing plan services.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
08/02/2013 - Present
Retirement Planners OF America (PLANO TX)
TX
02/20/2007 - 05/23/2013
H. BECK, INC. (HOUSTON TX)
TX
07/05/2006 - 02/21/2007
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
AZ
09/08/2005 - 12/12/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
02/01/2005 - 04/12/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NE
09/03/2003 - 12/02/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
AZ
03/11/1998 - 09/11/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
03/11/1997 - 03/11/1998
MFI INVESTMENTS CORP. (BRYAN OH)
AZ
10/16/1995 - 09/25/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
07/20/1994 - 11/09/1995
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IA
Issued 03/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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