Unclaimed
Thomas Mancini is a financial advisor with over 30 years of experience in the industry. He is currently registered with Janney Montgomery Scott LLC and has previously worked with firms such as Legg Mason Wood Walker, Incorporated and Butcher & Singer Inc. Thomas has a wide range of experience working with a variety of clients including corporations, individuals, insurance companies, high net worth individuals, and charitable organizations. He holds Series 7, Series 63, and SIE licenses. Thomas is committed to providing his clients with comprehensive 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DE
11/03/2020 - Present
Janney Montgomery Scott LLC (Greenville DE)
NA
11/03/1987 - 12/20/1989
LEGG MASON WOOD WALKER, INCORPORATED
MD
10/16/1985 - 12/20/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
05/25/1983 - 11/11/1985
BUTCHER & SINGER INC.
BC
Issued 06/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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