Unclaimed
Perry Joseph Mangione is a financial advisor with PNC Investments based in Chicago, Illinois. Perry Mangione has over 20 years of experience in the financial industry. Perry Mangione's previous firms include William Blair, J.P. Morgan Securities LLC and J.P. Morgan Securities Inc. Perry Mangione is a Series 7, Series 9, Series 10, Series 24, and Series 66 licensed professional. Perry Joseph Mangione specializes in the following areas: Retirement Planning, Estate Planning, and Insurance.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
08/20/2019 - Present
PNC Investments (CHICAGO IL)
IL
11/26/2012 - 08/19/2016
WILLIAM BLAIR (CHICAGO IL)
IL
10/01/2008 - 11/28/2012
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
12/16/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (MOUNT PROSPECT IL)
OH
01/10/2001 - 01/11/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 04/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/12/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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