Unclaimed
Angelo D. Bates is a financial professional with over 2 years of experience in the industry. Angelo is currently registered with Fidelity Brokerage Services LLC, and is licensed to provide financial services in all 50 states, as well as Puerto Rico and the Virgin Islands. Angelo is a Series 7TO and Series 63 license holder, and is dedicated to helping individuals reach their financial goals.
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.
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.
1
2
TX
11/16/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 12/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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