Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelica? Claim Your ProfileAngelica De leon is a financial advisor who is currently registered with Fidelity Personal And Workplace Advisors. Angelica is a registered representative in 53 states and the District of Columbia. She is also a licensed investment advisor in California. Previously, Angelica was a registered representative with Wells Fargo Clearing Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Angelica has been in the industry since 2010 and has experience in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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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2
CA
06/09/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN YSIDRO CA)
CA
12/16/2016 - 03/14/2022
WELLS FARGO CLEARING SERVICES, LLC (LA JOLLA CA)
CA
08/04/2015 - 01/05/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BONITA CA)
CA
01/03/2011 - 11/26/2014
WELLS FARGO ADVISORS, LLC (CHULA VISTA CA)
CA
12/12/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CHULA VISTA CA)
BOTH
Issued 03/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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