Unclaimed
Angel Espino is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. in Victorville, CA. Angel has been in the financial services industry since July 2019, and has obtained the Series 7TO, Series 66, and SIE exams. Angel is registered with the state of California, as well as Arizona, Arkansas, Montana, Nevada, and Washington. In addition to their role at Raymond James Financial Services Advisors, Inc., Angel is also involved in the community through various organizations including the Rotary Club, the Chamber of Commerce, and St. Mary's Hospital.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
12/02/2024 - Present
Raymond James Financial Services Advisors, Inc. (Victorville CA)
BOTH
Issued 08/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Angel Espino is the right advisor for you? Invested Better is here to help.