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Shannon Ossman Mangano

Loomis Sayles Distributors, LP

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About Shannon Ossman Mangano

Shannon Ossman Mangano is a financial advisor with over 20 years of experience in the industry. Currently, Shannon is registered with Loomis Sayles Distributors, LP in Massachusetts. Previously, Shannon was registered with Investment Planners, Inc., AXA Advisors, LLC, Fidelity Brokerage Services LLC, National Financial Services LLC, Liberty Funds Distributor, Inc., and Putnam Mutual Funds Corp. Shannon holds the Series 6, 7, 55, and 63 licenses as well as the SIE and Series 65.

Firm Information

Shannon Mangano is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Shannon Mangano’s Registration & Firm History

MA

06/22/2012 - Present

Loomis Sayles Distributors, LP (BOSTON MA)

MA

08/29/2011 - 06/18/2012

INVESTMENT PLANNERS, INC. (HINGHAM MA)

MA

02/01/2011 - 04/14/2011

AXA ADVISORS, LLC (WELLESLEY MA)

MA

02/27/2001 - 02/18/2009

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

MA

10/28/1999 - 02/18/2009

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

MA

02/21/1997 - 09/10/1999

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

07/19/1996 - 03/12/1997

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

IA

Issued 12/06/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/21/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/17/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannon Ossman Mangano.
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