Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelica? Claim Your ProfileAngelica Uribe is an investment advisor representative registered with Bridgewealth Advisory Group, LLC. Angelica has been in the industry since December 2018. Angelica has passed the Series 66, Series 7, and SIE exams. Angelica also works for LPL Financial, LLC. Bridgewealth Advisory Group, LLC provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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CA
07/25/2024 - Present
Bridgewealth Advisory Group, LLC (FRESNO CA)
CA
12/17/2018 - 08/09/2024
LPL FINANCIAL LLC (FRESNO CA)
BOTH
Issued 11/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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