Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Andrea Rosario is an investment advisor representative with Kovack Advisors, Inc. She is also a registered representative with FINRA and is licensed to provide investment advice in several states, including California, Texas, Arizona, Florida, Connecticut, Massachusetts, Nevada, and Ohio. Angela has been in the financial industry since September 30, 2013. She has a Series 66, Series 7, and SIE license. Angela has experience working with individual investors, corporations, and businesses. She specializes in investment advice, financial planning, and portfolio management. Angela also provides services like selection of other advisors and portfolio management for businesses and individuals. Angela is a dedicated professional who is committed to helping her clients achieve their financial goals. Her previous employer was INVESTACORP, INC., where she worked from October 1, 2013, to February 18, 2015.
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.
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
CA
04/27/2015 - Present
Kovack Advisors, Inc. (ORANGE CA)
CA
10/01/2013 - 02/18/2015
INVESTACORP, INC. (ORANGE CA)
BOTH
Issued 03/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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