Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelica? Claim Your ProfileAngelica Orozco is a financial advisor with Spire Wealth Management, LLC. Angelica has been in the financial services industry since 2013. Prior to joining Spire Wealth Management, LLC, Angelica was a financial advisor at MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Angelica is registered with the state of South Carolina and holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Angelica provides financial planning, investment management, and retirement planning services to individuals, corporations, and charitable organizations. She is committed to helping her clients 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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.
1
2
SC
02/15/2022 - Present
Spire Wealth Management, LLC (N. Augusta SC)
GA
10/30/2019 - 01/28/2022
MORGAN STANLEY (Augusta GA)
SC
08/02/2013 - 08/30/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AIKEN SC)
BOTH
Issued 12/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Angelica Orozco is the right advisor for you? Invested Better is here to help.
