Unclaimed
Angelina Mirasol Orfano is a registered representative with Charles Schwab & Co., Inc. located in Woodland Hills, CA. Angelina has been in the securities industry since 2003. Angelina has passed the Series 7, Series 66 and SIE exams. Angelina is registered with both the state of California and FINRA. Prior to joining Charles Schwab, Angelina was a registered representative with BROWN BROTHERS HARRIMAN & CO..
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
08/21/2006 - Present
Charles Schwab & CO., Inc. (Woodland Hills CA)
CA
04/23/2003 - 04/03/2006
BROWN BROTHERS HARRIMAN & CO. (LOS ANGELES CA)
BOTH
Issued 03/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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