Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Eduardo Vega-rosales is a registered representative with Charles Schwab & Co., Inc. based in Lone Tree, CO. Angel has been in the financial services industry for over 2 years. Angel holds a Series 63, Series 7TO and SIE licenses. Angel previously worked at FIDELITY BROKERAGE SERVICES LLC in Greenwood Village, CO.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
03/14/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
06/22/2023 - 02/13/2024
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 08/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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