Unclaimed
Angelei Yamsuan Liongson is a financial professional with over 25 years of experience in the industry. Angelei is currently registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC and Cetera Investment Services LLC. Previously, Angelei was registered with First Allied Securities, Inc. and LPL Financial LLC. Angelei holds Series 7, Series 63, Series 99TO and SIE licenses and is registered in California.
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.
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.
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2
CA
04/19/2022 - Present
Cetera Advisors LLC (SAN DIEGO CA)
CA
04/19/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
01/27/2004 - 04/12/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
TX
04/12/1996 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 02/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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