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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Sanz alonso is a financial advisor with Boreal Capital Management LLC. Angel has been in the industry since August 26, 2019. Angel is registered as an Investment Advisor Representative (IAR) in Florida and a Registered Representative in Florida and Texas. Angel has a Series 63, Series 65, Series 7, and SIE license. Angel's firm, Boreal Capital Management LLC, manages approximately $1 billion - $10 billion in assets. The firm provides financial planning and portfolio management for individuals and businesses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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08/30/2019 - Present
Boreal Capital Management LLC (GENEVA )
BC
Issued 01/17/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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