Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Morales-atallah is a financial advisor with Ameriprise Financial Services, LLC. Angel is licensed in Florida and Texas. Angel has been working in the financial services industry for over 8 years and has a wide range of experience. Angel is a Certified Financial Planner and holds Series 6, 7, 63, and 66 licenses. Angel is dedicated to providing personalized financial planning services to individuals, families, and businesses. Angel is committed to helping clients achieve their financial goals.
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.
Asset allocation 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.
1
2
FL
10/27/2023 - Present
Ameriprise Financial Services, LLC (Ponte Vedra FL)
FL
03/28/2017 - 11/01/2023
EDWARD JONES (Miami Lakes FL)
FL
01/25/2016 - 12/16/2016
J.P. MORGAN SECURITIES LLC (MIAMI BEACH FL)
FL
03/30/2015 - 12/15/2015
FORESTERS FINANCIAL SERVICES, INC. (MIRAMAR FL)
BOTH
Issued 04/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Angel Morales-atallah is the right advisor for you? Invested Better is here to help.
