Unclaimed
Angela Quintana is a registered representative with Equitable Advisors, LLC, an AXA company, with over 10 years of experience in the financial services industry. Angela has a broad range of experience in the financial services industry and has passed several securities exams, including the Series 6, 7, 10, 24, 26, 52, 53, 63 and 66 exams. Angela holds licenses in California and Florida. In addition to her work as a registered representative, Angela also has experience as a scorekeeper for several colleges and universities. Angela is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/24/2020 - Present
Equitable Advisors, LLC (ORLANDO FL)
FL
12/17/2018 - 03/30/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)
FL
10/13/2017 - 11/20/2018
AXA ADVISORS, LLC (ORLANDO FL)
FL
12/21/2010 - 06/15/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)
BOTH
Issued 12/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/22/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/29/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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