Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel McClarey is a financial advisor with Milestone Investment Advisors, LLC. Angel has been in the financial services industry since 1994. Angel holds a Series 7 and a Series 63 license, and is also a Certified Financial Planner. Angel's experience includes working with individual investors, corporations and pension plans. Angel is registered in California, Florida, Minnesota, Washington, and Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
10/03/2013 - Present
Milestone Investment Advisors, LLC (MIDDLETON WI)
WI
06/21/2001 - 02/23/2010
ACS SECURITIES CORP. (MADISON WI)
NY
05/07/1998 - 06/12/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
02/20/1996 - 08/07/1996
KEY INVESTMENTS INC. (CLEVELAND OH)
OR
11/02/1995 - 02/20/1996
FIRST SECURITIES NORTHWEST, INC. (MILWAUKIE OR)
MO
06/22/1994 - 07/18/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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