Principal Securities, Inc
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About this Advisor
Sydney Manderson is a financial advisor based in Tampa, Florida with a total of 5 years of industry experience. Manderson is an advisor for Principal Securities, Inc. During their career, the advisor has held roles at St Pete College, Matthew Michini, Principal Life Insurance, Michini Wealth Management, Principal Securities and Manderson Wealth Strategies. Manderson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Principal Securities, Inc is a registered investment firm operating out of Des Moines, IA. The company has offices in 350 locations and a total of 1,430 people on staff. It has $9 billion in total assets across its 46,075 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 34 charities and foundations. Of its 46,075 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on which services the firm provides the client. Fee types billed by Principal Securities, Inc can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Principal Securities, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sydney Manderson Work History
Sydney has been registered as a financial advisor for 5 years.*
Manderson Wealth Strategies
Principal Life Insurance
Principal Life Insurance
Michini Wealth Management
St Pete College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Sydney Manderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
West Des Moines, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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