Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mangano is a financial professional with over 20 years of experience in the financial services industry. Robert is a Certified Financial Planner® and holds the Series 63, Series 7, Series 26 and Series 6TO licenses. He is a registered representative with Retirement Plan Advisors, LLC and is also licensed in Texas. Prior to joining Retirement Plan Advisors, LLC, Robert worked with GWFS Equities, Inc. and Hartford Securities Distribution Company, Inc. Robert's professional career started at WM Financial Services, Inc., where he gained experience in the financial services industry. Robert is committed to providing his clients with personalized financial advice and guidance.
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
NJ
01/05/2023 - Present
Retirement Plan Advisors, LLC (Cherry Hill NJ)
CO
01/20/2012 - 03/05/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NJ
01/01/2009 - 12/22/2011
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (MARLTON NJ)
NJ
07/21/2003 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (MARLTON NJ)
CA
02/05/2002 - 06/13/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 02/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 26 - Investment Company Products/Variable Contracts Principal 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 02/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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