Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Galan is a financial advisor with LPL Financial LLC. Angel has over 18 years of experience in the financial services industry. Angel has a strong track record of success in helping clients achieve their financial goals. Angel holds a Series 66, Series 7, Series 31, and SIE license. Angel's current registration includes 12 states. Angel works with a wide range of clients, including individuals, families, businesses, and institutions. Angel provides a variety of financial services, including financial planning, investment management, and retirement planning. Angel is committed to providing personalized service and helping clients make informed financial decisions.
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.
Consulting and other non-discretionary advisory services
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.
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GA
02/14/2018 - Present
LPL Financial LLC (MARIETTA GA)
GA
09/26/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (CANTON GA)
GA
10/10/2013 - 09/23/2016
CUSO FINANCIAL SERVICES, L.P. (MARIETTA GA)
CA
06/09/2011 - 03/26/2013
INVEST FINANCIAL CORPORATION (VALENCIA CA)
CA
05/02/2009 - 06/01/2011
CHASE INVESTMENT SERVICES CORP. (GRANADA HILLS CA)
CA
04/20/2006 - 05/02/2009
WAMU INVESTMENTS, INC. (GRANADA HILLS CA)
NY
09/13/2005 - 03/13/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
04/13/2005 - 07/28/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/13/2005 - 07/28/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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