linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Angelina M Ornelas

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Angelina? Claim Your Profile

About Angelina M Ornelas

Angelina M. Ornelas is a financial advisor with Charles Schwab & CO., Inc. Angelina has been working in the financial industry since February 3, 2016. Angelina has a Series 6, 7, 63 and 66 license and is registered in California. Angelina has previous experience working with NYLIFE Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and LPL Financial LLC. Angelina is also registered as an investment advisor representative.

Firm Information

Angelina Ornelas is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Angelina Ornelas’s Registration & Firm History

CA

09/15/2022 - Present

Charles Schwab & CO., Inc. (Santa Barbara CA)

CA

03/18/2022 - 05/25/2022

LPL FINANCIAL LLC (VENTURA CA)

CA

11/19/2018 - 03/15/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VENTURA CA)

CA

09/28/2015 - 11/02/2018

NYLIFE SECURITIES LLC (GLENDALE CA)

Not sure if Angelina M Ornelas is right for you?

Licenses & Designations

BOTH

Issued 03/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2017

Series 7 - General Securities Representative Examination

BC

Issued 09/28/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Angelina M Ornelas. Review regulatory record here.
Not sure if Angelina M Ornelas is right for you?