Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Nuzzo is a financial advisor with Avantax Advisory Services. Angelo has been in the financial services industry since February 2008. Angelo is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Angelo has a strong background in providing financial advice to individuals, businesses, and retirement plans. Angelo is also registered to provide investment advisory services in California, Florida, Georgia, Illinois, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
OH
11/30/2009 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Cleveland OH)
OH
02/11/2008 - 11/10/2009
WELLS FARGO ADVISORS, LLC (WESTLAKE OH)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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