Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Mangis has been in the financial services industry for over 20 years. Todd is currently a registered representative with Pimco Investments LLC, a company he joined in 2011. Prior to that, Todd was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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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2
CA
03/17/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
NY
03/05/2008 - 03/14/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/27/2005 - 02/12/2008
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
04/03/2001 - 06/13/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
OH
04/10/2000 - 04/17/2001
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
OR
06/11/1999 - 03/07/2000
PORTLAND INVESTMENT SERVICES, INC. (LAKE OSWEGO OR)
BC
Issued 03/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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