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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mangano is a financial advisor currently affiliated with Fisher Investments. Steven Mangano is registered with the state of North Carolina and the state of Texas. Steven Mangano has been in the financial services industry since 1998. Steven Mangano has experience at BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Steven Mangano specializes in portfolio management for individuals, businesses, 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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/08/2022 - Present
Fisher Investments (PLANO TX)
MA
07/30/2004 - 02/16/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/15/2001 - 08/04/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/15/1998 - 02/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/12/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/16/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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