Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angeli? Claim Your ProfileAngeli Aguila Forster is a financial advisor with over 39 years of experience in the financial services industry. Angeli has been registered with the Securities and Exchange Commission (SEC) since 1995. Angeli is currently an investment advisor representative at Osaic Wealth, Inc., located in San Diego, CA. Prior to that, Angeli was employed at SAGEPOINT FINANCIAL, INC., and NATIONAL PLANNING CORPORATION. Angeli has a broad range of experience, including financial planning, portfolio management, and pension consulting. Angeli is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
10/31/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
03/09/2009 - 11/07/2017
NATIONAL PLANNING CORPORATION (SAN DIEGO CA)
AZ
10/31/2005 - 03/10/2009
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
12/17/2003 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NJ
05/07/1996 - 12/02/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/24/1984 - 04/12/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1984
Series 5 - Interest Rate Options Examination
BC
Issued 06/20/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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