Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Sotomayor is a financial advisor registered with Geneos Wealth Management, Inc. and has been in the industry since January 2016. Angel has a Series 6, Series 7, and Series 63 and 65 licenses. Angel is also a registered investment advisor in Georgia, Pennsylvania, and Texas. In addition to working with Geneos Wealth Management, Inc., Angel is also an Independent Rep with various insurance carriers for fixed insurance sales and a teacher and counselor at Life Institute. Angel has worked in various roles prior to becoming a financial advisor, with experience at companies like Teleflex, Inc. and Air Products & Chemicals, Inc. Angel has a long history of experience working with a variety of clients, including high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. Angel provides a variety of financial advisory services, including financial planning, portfolio management, educational seminars, and pension consulting.
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.
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.
1
2
PA
07/26/2022 - Present
Geneos Wealth Management, Inc. (DOUGLASSVILLE PA)
CO
01/30/2016 - 07/29/2022
PARSONEX SECURITIES, INC. (ENGLEWOOD CO)
IA
Issued 07/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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