Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Poulos is a financial advisor currently registered with Transamerica Retirement Advisors, LLC. Angel's career in the financial services industry spans back to June 2023. Angel has a Series 66 license and has passed the Series 7TO and SIE exams. Angel is licensed in 52 states as a broker-dealer and in one state as an investment advisor.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
08/01/2024 - Present
Transamerica Retirement Advisors, LLC (Coconut Creek FL)
FL
06/06/2023 - 07/22/2024
EQUITABLE ADVISORS, LLC (FT. LAUDERDALE FL)
BOTH
Issued 08/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Angel Poulos is the right advisor for you? Invested Better is here to help.
