Unclaimed
Angela Seguro is a financial advisor with over two years of experience in the industry. She is registered with Lincoln Investment and Capital Analysts and holds a Series 6, Series 7, Series 66, and SIE license. Angela has a strong background in insurance sales and has been working with clients to develop financial plans and investment strategies. Her experience includes working with high-net-worth individuals, corporations, and pension plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/18/2017 - Present
Lincoln Investment (LUTZ FL)
FL
10/19/2015 - 08/15/2017
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
BOTH
Issued 06/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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