Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Burns is a financial advisor at LPL Financial LLC, working in the Albuquerque, NM area. Angelo has been in the financial services industry since October 2008, and holds Series 7 and 66 licenses. Angelo has experience with several other financial services firms, including Valic Financial Advisors, Inc., Waddell & Reed, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Angelo can provide financial planning, investment management services for both individuals and businesses, as well as educational seminars.
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
NM
09/18/2023 - Present
LPL Financial LLC (ALBUQUERQUE NM)
NM
06/28/2011 - 10/09/2023
VALIC FINANCIAL ADVISORS, INC. (ALBUQUERQUE NM)
NM
04/29/2009 - 07/07/2011
WADDELL & REED, INC. (ALBUQUERQUE NM)
NM
08/11/2008 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
BOTH
Issued 08/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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