Unclaimed
Angelo Fiorentino is a financial professional with over 15 years of experience in the industry. Angelo is currently registered with Fidelity Brokerage Services LLC and has previously worked for Citigroup Global Markets Inc. and CCO Investment Services Corp. Angelo holds the Series 6, 7, 26, and 63 licenses. Angelo is a licensed investment professional with a strong track record of providing financial advice and guidance to clients.
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
MA
07/28/2015 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
09/04/2008 - 06/07/2013
CITIGROUP GLOBAL MARKETS INC. (SOMERVILLE MA)
MA
08/09/2007 - 11/16/2007
CCO INVESTMENT SERVICES CORP. (SOMERVILLE MA)
RI
04/09/2003 - 09/01/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
BC
Issued 04/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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