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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Dominic Mangiardi is a financial advisor currently registered with Zacks Investment Management, Inc. in Chicago, Illinois. Paul has been in the financial industry since August 20, 2007, holding previous positions with Charles Schwab & Co., Inc. and LBMZ Securities, Inc. Paul specializes in various areas including portfolio management, financial planning, and creating and managing quantitative investment models. Paul's previous work history shows a strong focus on individual clients, investment companies, and pooled investment vehicles.
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.
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.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
03/08/2022 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
IL
08/12/2015 - 05/05/2021
CHARLES SCHWAB & CO., INC. (Winnetka IL)
IL
10/25/2012 - 07/27/2015
LBMZ SECURITIES, INC. (CHICAGO IL)
BC
Issued 11/14/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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