Frenise L. Mann
Professional summary
Frenise Ladawn Mann, who also goes by Frenise Mann, Frenise Ladawn Mcclendon, is a registered financial advisor currently at MANN FINANCIAL CONSULTING SERVICES located in Chattanooga, Tennessee.
Frenise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Frenise has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frenise Ladawn Mann's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2022 - Present
MANN FINANCIAL CONSULTING SERVICES
October 25, 2021 - December 2, 2021
EDWARD JONES
October 22, 2021 - December 16, 2021
EDWARD JONES
February 5, 2019 - October 19, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
January 17, 2019 - October 19, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2022)
(12/5/2022)
(8/23/2023)
(5/27/2022)
(9/25/2024)
Exams
Series 7TO
Date: 1/17/2019
General Securities Representative ExaminationCurrent Firm
MANN FINANCIAL CONSULTING SERVICES
CRD#: 319566 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 844,523 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
