Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelica? Claim Your ProfileAngelica Carbajal is a registered representative and investment advisor representative with Fidelity Personal And Workplace Advisors. Angelica is licensed to sell securities in 52 states and provides financial planning, investment advice, and educational seminars. Angelica has been in the financial services industry since 2012 and has a strong track record of success in helping 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.
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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AZ
03/29/2021 - Present
Fidelity Personal AND Workplace Advisors (GLENDALE AZ)
AZ
05/23/2020 - 02/02/2021
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
09/01/2017 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
04/11/2016 - 08/15/2017
J.P. MORGAN SECURITIES LLC (PEORIA AZ)
AZ
02/25/2015 - 12/01/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
10/01/2012 - 02/02/2015
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
AZ
08/16/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IA
Issued 09/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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