Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Julius Piccone is a registered representative with IBN Financial Services, Inc. Angelo has been in the securities industry since March 19, 1986. Angelo is registered in Florida, New York and North Carolina. Angelo has experience with individuals, high-net-worth individuals, corporations and other businesses, insurance companies, investment companies, charitable organizations, state or municipal government entities and other. Angelo has 4 product exams - Series 6, Series 7, Series 22 and SIE. Angelo holds a state exam - Series 63. Angelo has been registered with Ensemble Financial Services, Inc., Next Financial Group, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Securities America, Inc., Nathan & Lewis Securities, Inc., Lifemark Securities Corp., Hornor, Townsend & Kent, Inc., Berkshire Equity Sales, Inc., Equity Services, Inc. and MONY Securities Corp. Angelo holds the designation - Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
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2
NY
07/20/2021 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
08/23/2007 - 04/25/2011
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
NY
05/28/2002 - 08/30/2007
NEXT FINANCIAL GROUP, INC. (PITTSFORD NY)
MA
08/22/2000 - 03/20/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/22/2000 - 03/20/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NE
01/26/2000 - 08/25/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
01/28/1999 - 11/30/1999
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
07/14/1998 - 01/27/1999
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
PA
06/24/1998 - 07/20/1998
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
02/08/1996 - 06/29/1998
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
VT
06/30/1995 - 12/31/1995
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
09/19/1985 - 06/09/1995
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 09/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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