Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Capetola is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Angelo is a Series 63, 65, 7, 9, 10, 31, and SIE licensed professional, and has been in the industry since 1997. Angelo has a proven track record of providing investment advice to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. Angelo has been registered with Stifel, Nicolaus & Company, Inc. since 2009. Prior to that, Angelo was registered with CITIGROUP GLOBAL MARKETS INC. and DEAN WITTER REYNOLDS INC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/26/2019 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
08/10/1998 - 04/21/2009
CITIGROUP GLOBAL MARKETS INC. (BERWYN PA)
NY
03/04/1997 - 08/26/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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