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Marjorie Mantas

PENSION PARAMETERS FINANCIAL SERVICES, INC.·ABERDEEN, New Jersey
Clean record19 years registeredPENSION PARAMETERS FINANCIAL SERVICES, INC.
675 LINE ROAD, ABERDEEN, NJ 07747CRD# 5151891Firm CRD# 110405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marjorie Mantas · ABERDEEN, NJ
Registration
CRD #5151891 · PENSION PARAMETERS FINANCIAL SERVICES, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PENSION PARAMETERS FINANCIAL SERVICES, INC.
PENSION PARAMETERS FINANCIAL SERVICES, INC.
Sep 2006 – Dec 2019
ABERDEEN, NJ
02

Registrations & Exams

Registration record
First registered · September 27, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PENSION PARAMETERS FINANCIAL SERVICES, INC.
CRD 110405 · SEC 801-40100
AUM
$77M
Regulatory assets under management
Employees
6
47 client accounts
Services offered by PENSION PARAMETERS FINANCIAL SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PENSION PARAMETERS FINANCIAL SERVICES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Marjorie Mantas offer?
Marjorie Mantas specializes in Investment Management, Fee-Only Advisory.
What are Marjorie Mantas's credentials?
Marjorie Mantas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marjorie Mantas located?
Marjorie Mantas is based in ABERDEEN, New Jersey, last registered with PENSION PARAMETERS FINANCIAL SERVICES, INC..
How does Marjorie Mantas charge for services?
Marjorie Mantas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENSION PARAMETERS FINANCIAL SERVICES, INC.?
PENSION PARAMETERS FINANCIAL SERVICES, INC. has approximately 6 employees and manages $77M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PENSION PARAMETERS FINANCIAL SERVICES, INC.

Kevin Francis Mccormack
ABERDEEN, NJ

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