Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Mansi is a financial advisor with Ae Wealth Management, LLC. Stephen has been in the financial services industry since 1987. Stephen is a Certified Financial Planner and holds Series 7 and Series 63 licenses. Stephen has experience working with individuals, businesses, and retirement plans. Stephen provides financial planning, portfolio management, and investment advisory services. Stephen has experience working with clients of all ages and income levels. Stephen 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.
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RI
11/01/2019 - Present
AE Wealth Management, LLC (Warwick RI)
RI
04/04/2003 - 11/10/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
04/06/2001 - 11/10/2003
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
01/09/1998 - 04/06/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
11/26/1996 - 03/21/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
SD
06/14/1994 - 11/30/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NJ
12/23/1991 - 06/09/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/23/1991 - 06/09/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
10/21/1987 - 10/23/1990
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 02/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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