Invested Better
Unclaimed

Unclaimed

Unclaimed

Angelei Yamsuan Liongson

Cetera Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Angelei? Claim Your Profile

About Angelei Yamsuan Liongson

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.

Firm Information

Angelei Liongson is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Angelei Liongson’s Registration & Firm History

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)

Not sure if Angelei Yamsuan Liongson is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Angelei Yamsuan Liongson. Review regulatory record here.
Not sure if Angelei Yamsuan Liongson is right for you?