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About The Mangan, Ernst & Rankin Wealth Management Group |
OUR MISSION:
?We believe that wealth exists for a purpose; to provide security today, enjoyment tomorrow, and family advancement or philanthropic purpose in the future.
?Our mission is to help our clients maximize every element of their wealth and help their families navigate the management, preservation and transfer of their wealth.
OUR CLIENTS:
?Our clients tend to be highly successful individuals whose time is at a premium.
?We strive to simplify the ever-evolving world of money management and act as their family's Chief Financial Officer.
As a team, we pride ourselves on our multi-faceted experience and knowledge. Our ability to provide guidance in each of these areas makes us a one-stop-shop for all of your financial needs: |
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General Information |
| Years of Experience in Financial Services: |
21
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| States Licensed in: |
AZ,CA,DE,FL,GA,IL,KY,MA,MD,MO,NC,NJ,NY,OR,PA,SC,VA
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| Number of Years with Current Firm: |
6
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| Name of Broker/Dealer: |
Janney Montgomery Scott LLC
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified in Long-Term Care (CLTC), Accredited Asset Management Specialist (AAMS®)
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| Securities Licenses: |
Series 7, Series 8, Series 24, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Long Term Care, Life, Health
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Compensation and Fees |
| Compensation Methods: |
Based on Assets
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