Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilbur? Claim Your ProfileWilbur Salsbury Mann has been a financial advisor since 1995, and is currently registered as an Investment Advisor Representative with LPL Financial LLC in Cheshire, CT. Wilbur has worked with a wide variety of clients, including individuals, businesses, and charitable organizations. He holds multiple licenses and designations, including the Series 7, 6, 63, and 65 licenses, as well as the Series 26 license. Wilbur’s main focus is providing financial planning and portfolio management services.
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.
Consulting and other non-discretionary advisory services
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
CT
04/07/2021 - Present
LPL Financial LLC (CHESHIRE CT)
MA
11/05/1998 - 05/28/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NJ
07/14/1995 - 11/04/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 09/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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