Michele Mantz (CRD# 1014386) is an Investment Advisor Representative working at Mantz, Michele M in Marshfield, MA and has over 42 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wachovia Securities, LLC | Centerville, MA | Jan 2008 - Current | 16 |
| A.g. Edwards & Sons, Inc. | Hyannis, MA | Sep 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1981 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2009 |
- MA
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Total Assets Under Management2MILLIONS
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Total Number of Accounts6ACCOUNTS
-
Average Account Value$316,667
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA
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