Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Ciardella Jr. is a financial advisor with Raymond James & Associates, Inc. He has been working in the financial services industry since February 8, 2001. Angelo is registered with FINRA and the Securities and Exchange Commission. Angelo is also registered with the state of Texas.
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.
Please see note in schedule d - miscellaneous
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
TX
10/18/2024 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
NC
03/12/2007 - 10/17/2007
A. G. EDWARDS & SONS, INC. (RALEIGH NC)
NC
10/03/2002 - 03/09/2007
MORGAN STANLEY DW INC. (RALEIGH NC)
NY
01/22/2001 - 10/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2013
Series 3 - National Commodity Futures Examination
BC
Issued 05/28/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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