Unclaimed
Angel A. Colon is a financial advisor with Edward Jones. Angel holds Series 6, 7, 24, 63, and 66 securities licenses. Angel is registered in Missouri and has been in the industry since August 2000. Angel was previously employed with MML Investors Services, Inc. Prior to joining Edward Jones, Angel worked for Enterprise Holdings, Inc. and Randstat Professionals. Angel has a total of 3 state exams, 1 principal exam and 3 product exams. Angel's specializations include retirement planning, investment management, asset management, and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
02/16/2023 - Present
Edward Jones (St Louis MO)
MA
08/23/2000 - 05/29/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 02/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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