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Featured Business Financial Advisor in Parsippany, NJ
Parsippany Financial Advisors
Allied Wealth Partners
14 Walsh Drive, Suite 100
Parsippany, NJ 07054
(973) 265-1257
“Objective Financial Advice. ”
Advisor Profile
Eric Mangold, RFC CWS
Name:  Eric Mangold, RFC CWS
Phone Number:  (973) 265-1257
Website:  Visit Website
Disclaimer
Securities offered through First Allied Securities, Inc. A Registered Broker Dealer, Member FINRA/SIPC. Advisory Services offered through First Allied Advisory Services, a registered investment advisor.

About Allied Wealth Partners

We specialize in strategies for building, protecting and transferring wealth efficiently. Our goal: to achieve outstanding long-term investment results for our clients through personalized plans that reflect their financial needs, acceptable risk parameters and investment time frame.
 

General Information

CRD#:    4047724
Firm CRD#:    32444
Insurance License#:    LA-1175233
Name of Broker/Dealer:    First Allied
States Licensed in:    NY, PA, NJ
States Willing to do Business in:   
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    2
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Wealth Strategist CWS, Registered Financial Consultant (RFC)
Securities Licenses:    Series 65, Series 7
Insurance and Annuity Licenses:    Life, Health, Annuity
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 
 
 
Prepared By: Eric Mangold, RFC CWS

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