Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Cristobal is an investment advisor representative associated with Fidelity Personal and Workplace Advisors. Angelo is licensed to provide investment advice in 52 states and the District of Columbia. Angelo has been in the financial services industry since February 2015 and has been with Fidelity Investment since March 2023. Angelo's registration with the Securities and Exchange Commission includes a Series 66 license (Uniform Combined State Law Examination) as well as a Series 7TO (General Securities Representative Examination) license. Angelo has a strong background in helping individuals and families plan for their financial future. Angelo provides financial planning, educational seminars, and portfolio management services. Angelo is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
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.
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2
FL
01/10/2024 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 12/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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