Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Valle rangel is a financial advisor with UBS Financial Services Inc. Angel has been in the industry since 2001. Angel has worked at UBS Financial Services Inc. since 2011. Angel previously worked for CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES. Angel is registered with the state of New York and Texas. Angel specializes in providing portfolio management, financial planning, and pension consulting to 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
04/04/2012 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
05/29/2007 - 05/12/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/28/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
IA
Issued 08/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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