linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Robert Mangoni

Lincoln Financial Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Robert Mangoni

William Robert Mangoni is a financial advisor who has been in the industry since 1998. He is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. William has a broad range of experience in the financial services industry, having worked for several firms including Wachovia Securities, Inc. and Vanguard Marketing Corporation. William is dedicated to providing his clients with personalized financial advice and guidance.

Firm Information

William Mangoni is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Mangoni’s Registration & Firm History

PA

08/29/2013 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

PA

03/15/2012 - 09/12/2013

LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)

PA

03/15/2012 - 09/12/2013

LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)

PA

01/05/2010 - 03/02/2012

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

PA

06/03/2003 - 12/31/2009

LINCOLN FINANCIAL DISTRIBUTORS, INC. (PHILADELPHIA PA)

MO

10/21/2002 - 04/29/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

PA

10/21/1998 - 08/15/2002

VANGUARD MARKETING CORPORATION (MALVERN PA)

NJ

05/15/1997 - 10/10/1997

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

Not sure if William Robert Mangoni is right for you?

Licenses & Designations

IA

Issued 06/25/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2002

Series 7 - General Securities Representative Examination

BC

Issued 05/05/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Robert Mangoni.
Not sure if William Robert Mangoni is right for you?