Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Joseph Pinti is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Angelo has been in the securities industry since May 8, 2011. Angelo has a Series 66, Series 7, and SIE license. Angelo has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since November 2020. Angelo was previously registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and PNC INVESTMENTS. Angelo provides securities and investment advisory services to individuals, corporations, charitable organizations, pension and profit-sharing plans, high-net-worth individuals, and insurance companies. Angelo is also a member of the Rowan University Rohrer College of Business Alumni Advisory Council.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
09/01/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PHILADELPHIA PA)
PA
11/21/2014 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
12/13/2012 - 11/04/2014
PNC INVESTMENTS (PHILADELPHIA PA)
PA
03/21/2011 - 11/09/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
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
Not sure Angelo Pinti is the right advisor for you? Invested Better is here to help.
