Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Rullo is a financial advisor with over 7 years of experience in the financial services industry. Angela is currently registered with UBS Financial Services Inc. and has previously held positions with GWFS Equities, Inc., Citizens Securities, Inc., and Fidelity Brokerage Services LLC. Angela holds the Series 63, 66, 7, and SIE licenses. Angela specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit sharing plans, pooled investment vehicles, high net worth individuals, and government entities. Angela's expertise includes financial planning, portfolio management, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
11/14/2022 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
08/20/2018 - 01/07/2019
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
12/22/2016 - 08/07/2018
GWFS EQUITIES, INC. (ANDOVER MA)
NH
01/26/2016 - 12/14/2016
CITIZENS SECURITIES, INC. (MANCHESTER NH)
NH
11/28/2014 - 08/20/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 05/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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