Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tricia? Claim Your ProfileTricia Mankoski is a financial advisor with Wells Fargo Clearing Services, LLC. Tricia has been in the financial services industry since 1997 and has a broad range of experience in advising individuals, corporations, and institutions. Tricia holds FINRA Series 6, 7, and 63 licenses, as well as the Securities Industry Essentials Exam. Tricia has held prior positions with Legg Mason Wood Walker, Incorporated, PNC Capital Markets, Inc., Securities Service Network, Inc., and Federated Securities Corp.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
04/08/2011 - Present
Wells Fargo Clearing Services, LLC (LEMOYNE PA)
MD
12/14/2004 - 11/07/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
PA
04/09/2002 - 11/10/2004
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
TN
01/16/2001 - 03/15/2001
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
PA
10/24/1997 - 04/05/2000
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BC
Issued 01/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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