Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelica? Claim Your ProfileAngelica Cronk is a financial advisor registered with Citizens Securities, Inc. Angelica has been in the industry since May 2012. Angelica is registered as a securities representative in Colorado, Florida, Illinois, Nevada, New Jersey, New York, North Carolina, Rhode Island and Virginia and is also registered as an investment advisor representative in these states. Angelica has obtained several professional licenses, including FINRA Series 6, 7, 63 and 65 and the SIE exam. Angelica is experienced working with individual clients as well as with corporations and other businesses. Angelica also provides financial planning services for her clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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MA
01/30/2024 - Present
Citizens Securities, Inc. (BOSTON MA)
MA
02/03/2023 - 08/29/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
04/17/2020 - 10/18/2022
E*TRADE SECURITIES LLC (Boston MA)
MA
04/04/2018 - 04/15/2020
CITIZENS SECURITIES, INC. (CHESTNUT HILL MA)
MA
11/29/2017 - 03/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STOUGHTON MA)
NV
08/09/2017 - 10/02/2017
CUNA BROKERAGE SERVICES, INC. (Reno NV)
NV
10/19/2015 - 08/02/2017
CUSO FINANCIAL SERVICES, L.P. (RENO NV)
NV
01/02/2014 - 10/16/2015
CHARLES SCHWAB & CO., INC. (RENO NV)
NV
10/12/2011 - 11/18/2013
WELLS FARGO ADVISORS, LLC (RENO NV)
IA
Issued 04/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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