Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Mutuc Aguinaldo is a financial advisor with over 42 years of experience. Angel currently works for Osaic Wealth, Inc. Angel has held licenses for the Series 6, 7 and 63 exams as well as the SIE. Angel is a Chartered Financial Consultant and has worked for several firms during their career.
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.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (GLENDALE CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (GLENDALE CA)
CA
03/02/2005 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (GLENDALE CA)
MA
03/31/2000 - 03/01/2005
ASSOCIATED SECURITIES CORP. (BOSTON MA)
SC
05/20/1986 - 04/19/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
02/09/1981 - 04/08/1985
EQUICO SECURITIES, INC.
NA
02/09/1981 - 04/08/1985
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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