Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Estrada is a financial advisor with U.S. Bancorp Advisors, LLC. Angel has been in the financial industry since 2015. Angel is registered with the state of California and Texas and has a Series 6, 7, and 66. Angel has experience working with individuals, businesses, and retirement plans.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/30/2019 - Present
U.s. Bancorp Advisors, LLC (CHULA VISTA CA)
CA
09/07/2016 - 04/12/2018
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
04/28/2015 - 08/04/2016
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
BOTH
Issued 09/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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