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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelica? Claim Your ProfileAngelica Torres Dominguez is a financial advisor who has been working in the industry since 2005. She is currently registered as a broker-dealer and investment advisor with Morgan Stanley. Previously, Angelica worked with E*TRADE Securities LLC, as well as other firms including Wells Fargo Investments, LLC and Morgan Stanley & Co. Incorporated. Angelica is licensed to provide financial advice in 53 states and the District of Columbia. Her professional credentials include passing the Series 7, SIE and Series 66 exams. Angelica provides a range of financial services including financial planning, pension consulting, and asset allocation advice. She offers educational seminars and selects other advisors for her clients, and manages portfolios for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/28/2023 - Present
Wealthpenn.comllc (Irvine CA)
CA
05/04/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Irvine CA)
CA
06/01/2009 - 05/04/2022
MORGAN STANLEY (Torrance CA)
CA
12/10/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TORRANCE CA)
CA
05/12/2006 - 07/21/2008
WELLS FARGO INVESTMENTS, LLC (ALHAMBRA CA)
CA
08/05/2004 - 05/05/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 7/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/4/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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