Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Antonio MacIas is a financial advisor in Kissimmee, Florida. Angel has been a registered representative for over six years. Angel is currently registered with Fidelity Personal And Workplace Advisors and has been with the firm since December 2021. Angel was previously employed by Wells Fargo Clearing Services, LLC, E*TRADE Securities LLC, and Wells Fargo Advisors, LLC. Angel holds Series 6, 7, 9, 10, 63, and 66 licenses. Angel specializes in providing financial advice to individuals, families, and businesses. Angel is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
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.
1
2
FL
12/03/2021 - Present
Fidelity Personal AND Workplace Advisors (KISSIMMEE FL)
FL
02/07/2020 - 08/26/2021
WELLS FARGO CLEARING SERVICES, LLC (ORLANDO FL)
FL
02/25/2016 - 03/07/2019
E*TRADE SECURITIES LLC (FT. LAUDERDALE FL)
FL
06/29/2015 - 02/23/2016
WELLS FARGO ADVISORS, LLC (AVENTURA FL)
BOTH
Issued 07/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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