Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Emilio Figueroa is a financial advisor with Truist Advisory Services, Inc. Angel Figueroa has been in the financial industry since June 9, 2014. Angel Figueroa is registered to provide investment advice in Florida. Angel Figueroa has been with Truist Advisory Services, Inc. since August 28, 2017. Before joining Truist Advisory Services, Inc., Angel Figueroa was a financial advisor with J.P. MORGAN SECURITIES LLC. Angel Figueroa has licenses for Series 6, 7, and 66. Angel Figueroa provides financial planning, portfolio management for individuals, and portfolio management for businesses. Angel Figueroa also provides other investment advice, including wrap fee products and financial profiling services using desktop software.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
08/28/2017 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
03/21/2014 - 03/22/2017
J.P. MORGAN SECURITIES LLC (TAMPA FL)
BOTH
Issued 08/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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