Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Anibal Berlingeri is a financial advisor with Cadaret, Grant & CO., Inc. with over 45 years of experience in the financial services industry. Angel is registered in Texas and New Mexico as an Investment Advisor Representative (IAR) and is a registered representative with FINRA. Angel holds the Series 1, 6, 7, 63, 65, 22TO, 6TO, and SIE licenses. Angel has previously worked with CETERA ADVISORS LLC, TAYLOR CAPITAL MANAGEMENT INC., AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TX
10/31/2023 - Present
Cadaret, Grant & CO., Inc. (Lubbock TX)
TX
05/30/2019 - 11/02/2023
CETERA ADVISORS LLC (LUBBOCK TX)
TX
05/28/2013 - 05/30/2019
TAYLOR CAPITAL MANAGEMENT INC. (LUBBOCK TX)
TX
10/20/1980 - 06/06/2013
AXA ADVISORS, LLC (LUBBOCK TX)
NY
06/01/1978 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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