Unclaimed
Angelica Maria Spielman is an investment advisor representative with Manhattan West Asset Management, LLC. Angelica is registered with the state of California and holds a Series 65 license. Angelica has over 10 years of experience in the financial industry, including previous roles with Chase Business Banking.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/01/2016 - Present
Manhattan West Asset Management, LLC (LOS ANGELES CA)
BC
Issued 03/11/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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