Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Lupo is a financial professional registered with B. Riley Wealth Management. Angelo has been in the industry for over a year. Angelo is currently registered in New York. Angelo has passed the Series 7TO, SIE and Series 63 exams. Angelo's previous employers include NYLIFE Securities LLC and SW FINANCIAL.
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.
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NY
07/01/2024 - Present
B. Riley Wealth Management (LAKE RONKONKOMA NY)
NY
12/22/2022 - 06/09/2023
NYLIFE SECURITIES LLC (MELVILLE NY)
NY
11/04/2021 - 02/18/2022
SW FINANCIAL (MELVILLE NY)
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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