Mandie Josephine Peters

Current Employers

Employment History

• 07/2015 → 02/2019
  Questar Capital Corporation
  Minneapolis, MN
• 07/2015 → 02/2019
  Questar Asset Management
  Minneapolis, MN
• 06/2015 → Present
  American Senior Benefits
  Severn, MD
• 02/2019 → 02/2026
  Lincoln Investment
  Severn, MD
• 02/2019 → 02/2026
  Capital Analysts
  Severn, MD
• 02/2026 → Present
  Integrity Alliance, Llc
  Severn, MD
• 02/2026 → Present
  Gateway Retirement Solutions
  Severn, MD

Previous Registrations

• 2019-02-15 → 2026-02-24
  Capital Analysts
  Severn, MD
• 2015-07-15 → 2019-02-15
  Questar Asset Management, Inc.
  Severn, MD
  Minneapolis, MN
• 2010-06-05 → 2015-07-21
  Concourse Financial Group Securities, Inc.
  Calverton, MD
  Birmingham, AL
  Calverton, MD
• 2008-09-22 → 2010-05-21
  Uvest Financial Services Group, Inc.
  Dover, DE
  Rockville, MD
  Rockville, MD
  Chicago, IL
• 2007-07-25 → 2008-09-19
  Ameriprise Financial Services, Llc
  Washington, DC

Other Businesses

AMERICAN SENIOR BENEFITS POSITION: Agent NATURE: Insurance (Life, Fixed Annuity, Medicare, LTC) INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2015 ADDRESS: 1522 Coldwater Reserve Crossing, Severn MD 21144, United States DESCRIPTION: Selling insurance products. RENTAL PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 7591 Cherrybrark Oak Lane, Elkridge MD 21075, United States DESCRIPTION: Property Manager Lisa D. Ingram CPA, P.A.; Investment Related- No; 7919 Darby Lane Severn, MD 21144; Accounting & Bookkeeping Services; Employee; Start Date 11/11/2024; 15 hours per month; 15 hours per month during trading hours; Bookkeeping, filing, sending invoices and payroll to clients, tax prep information gathering from her clients, are all things I could be doing when being paid hourly. The referral system would just be as either of our clients need one of our services and there would be no compensation to each other. The main purpose of this job is to meet new prospects and provide Lisa and I with a trustworthy financial advisor and CPA that we can refer clients to. Gateway Retirement Solutions; Investment Related- Yes; Gateway Retirement Solutions Severn, MD 21144; I will be using Gateway Retirement solutions as a DBA for my financial planning, variable investments and various Medicare, LTC and Life insurance products.; Financial Advisor and Insurance Agent; Start date 2/22/2026; 40 hours per month; 35 hours per month during trading hours; Financial Advice pertaining to retirement and goal planning, variable investments, and insurance products

Exams

• S66 Uniform Combined State Law Examination
  2007-04-26

Other Names

• Mandie Josephine Lefermine
• Mandie Josephine Lafermine
• Mandie Josephine La Fermine
• Mandie Josephine Lafermine