Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Anello is a financial advisor with over 25 years of experience in the industry. Angelo is registered with LPL Financial LLC and offers a variety of financial services, including investment advice, financial planning, and retirement planning. Angelo also works with clients on insurance needs, and real estate. Angelo is a licensed securities professional and holds multiple licenses, including Series 7, 24, 31, and 63. Angelo is committed to providing personalized financial advice to help clients 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
06/19/2009 - Present
LPL Financial LLC (NEEDHAM MA)
MA
11/16/2007 - 05/29/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
10/20/2004 - 11/20/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SHARON MA)
NY
11/20/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/11/2001 - 11/15/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
01/23/1997 - 07/16/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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