Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Escobedo is a financial advisor with Fiduciary Financial Advisors, located in Round Rock, TX. Angel has been in the financial industry for over 10 years and has a Series 7TO, SIE and Series 63 license. Angel offers financial planning and portfolio management services to individuals and businesses, as well as educational seminars. Prior to joining Fiduciary Financial Advisors, Angel worked at Charles Schwab & Co., Inc. in Austin, TX. Angel is also a Certified Financial Planner (CFP).
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.
Personalized portfolio management to meet individual financial objectives.
Corporate employee education 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.
A percentage of the total value of assets under management is charged.
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TX
05/28/2024 - Present
Fiduciary Financial Advisors (Round Rock TX)
TX
09/13/2019 - 06/23/2020
CHARLES SCHWAB & CO., INC. (Austin TX)
BC
Issued 10/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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