Unclaimed
Angela Domingo is a financial professional with over 20 years of experience in the industry. She is currently registered with Ameriprise Financial Services, LLC and is located in San Diego, CA. Angela has held previous positions with CUSO FINANCIAL SERVICES, L.P., LPL FINANCIAL LLC, SCUDDER WEISEL CAPITAL, LLC, and SCUDDER INVESTOR SERVICES, INC. Angela specializes in providing a range of financial services to individuals and businesses.
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.
Asset allocation services
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
CA
08/02/2021 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
01/02/2015 - 08/02/2021
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
02/22/2006 - 01/08/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
03/06/2002 - 02/23/2006
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
01/08/2001 - 04/25/2001
SCUDDER WEISEL CAPITAL, LLC (SAN FRANCISCO CA)
NY
02/09/1999 - 12/31/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 10/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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