Unclaimed
Angel Tepe is a registered representative with Fifth Third Securities, Inc. and has been in the industry since June 3, 2007. Angel is a registered investment advisor and is currently registered in 18 states. Angel has passed Series 6, 7, 63 and 66 exams. In addition to working with Fifth Third Securities, Angel has previously been employed at Navian Capital Securities, LLC and ProEquities, Inc. Angel is also a registered representative of Fifth Third Securities, Inc. Angel’s previous employment history also includes positions at Protective, ProEquities, Inc., InSource, Inc. and Navian Capital Securities, LLC. Angel has a specialization in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
02/06/2020 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
01/15/2018 - 01/30/2020
NAVIAN CAPITAL SECURITIES LLC (CINCINNATI OH)
OH
03/28/2006 - 11/08/2016
PROEQUITIES, INC. (CINCINNATI OH)
BOTH
Issued 2/4/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/1/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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