Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelene? Claim Your ProfileAngelene Cellucci is a financial advisor with Equitable Advisors, LLC. Angelene has been in the financial services industry for over 20 years and is registered in North Carolina. Angelene has a broad range of experience in the financial services industry, with expertise in financial planning, portfolio management for individuals and businesses, and pension consulting. Angelene has held previous positions with MSI Financial Services, Inc., LPL Financial LLC, and Vanguard Marketing Corporation.
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.
A percentage of the total value of assets under management is charged.
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NC
08/03/2017 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NC
03/31/2015 - 12/05/2016
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
05/24/2007 - 03/30/2015
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
09/19/2005 - 04/23/2007
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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