Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Otero is a financial advisor at Edward Jones. Angela has been in the financial industry since August 2018. Angela is licensed to sell securities in California, Florida, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and West Virginia. Angela's firm is a well-established investment firm with a focus on providing financial advice to individuals and families. Edward Jones specializes in helping clients reach their financial goals, whether it be saving for retirement, investing for the future, or planning for college.
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.
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.
See schedule d - miscellaneous
1
2
PA
06/10/2024 - Present
Edward Jones (PITTSBURGH PA)
PA
02/27/2023 - 06/12/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
PA
10/14/2021 - 01/31/2023
J.P. MORGAN SECURITIES LLC (Pittsburgh PA)
FL
01/21/2019 - 07/31/2020
ANDBANC BROKERAGE, LLC (MIAMI FL)
FL
10/23/2015 - 06/23/2017
MARIVA CAPITAL MARKETS, LLC (MIAMI FL)
BOTH
Issued 04/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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