Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Carmona Horvat is a Registered Representative and Investment Adviser Representative with Transamerica Retirement Advisors, LLC. Angela has been in the financial services industry since 2000. Angela has a Series 7, Series 31, and Series 66 license and has passed the Securities Industry Essentials (SIE) Exam. She has been registered with the state of California since 2004. Prior to her current role, Angela held positions with MORGAN STANLEY DW INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Angela currently holds registrations for the state of California. In addition to her role at Transamerica Retirement Advisors, LLC, Angela is the owner of The Dancing Broom, LLC, which provides residential and commercial cleaning services.
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.
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2
CA
01/29/2016 - Present
Transamerica Retirement Advisors, LLC (Redondo Beach CA)
NY
05/02/2002 - 06/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/07/2000 - 01/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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