Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Maria Gomez Velez is a registered investment advisor representative. Angela has been in the industry since 2013 and has a diverse background in financial services. Angela is currently employed at Eagle Strategies LLC. Angela holds the Series 7, Series 63, Series 65 and SIE licenses.
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.
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
NY
11/30/2022 - Present
Eagle Strategies LLC (NEW YORK NY)
NJ
09/17/2020 - 08/03/2021
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
AZ
01/28/2019 - 06/26/2019
FAIRPORT CAPITAL, INC. (SCOTTSDALE AZ)
NY
12/06/2016 - 02/03/2017
WINDSOR STREET CAPITAL, LP (NEW YORK NY)
CT
03/21/2016 - 11/14/2016
INTERACTIVE BROKERS LLC (GREENWICH CT)
NY
07/06/2015 - 12/31/2015
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
NY
10/01/2012 - 08/06/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/13/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
10/24/2007 - 08/12/2008
E1 ASSET MANAGEMENT, INC. (JERSEY CITY NJ)
NY
03/08/2005 - 11/03/2005
CLARK DODGE & CO., INC. (WHITE PLAINS NY)
NY
10/16/2002 - 04/11/2003
CLARK DODGE & CO., INC. (WHITE PLAINS NY)
NY
11/29/2001 - 04/04/2002
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
NY
10/13/2000 - 12/22/2000
GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)
IA
Issued 8/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/3/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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