Unclaimed
William Basil Mangano is a registered investment advisor representative with Eagle Strategies LLC. William has been in the securities industry since August 22, 1983 and holds the Series 6, 7, 22, and 63 licenses. William has a state exam category of Series 63 and a product exam category of Series 6, 7, 22, and SIE. William is also a Chartered Financial Consultant. William is registered in the following states: California, Florida, Georgia, Maryland, Nevada, Ohio, Pennsylvania, South Carolina, and Texas. William also has other business activities that include being appointed with various outside insurance carriers for the purpose of brokering non-registered insurance products.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
10/04/2004 - Present
Eagle Strategies LLC (COLUMBIANA OH)
BC
Issued 7/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 6/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 8/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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