Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Giannosa is a financial professional with over 25 years of experience in the industry. Angelo is a Registered Representative and Investment Advisor Representative with Principal Securities, Inc., and has a broad range of experience serving a diverse clientele, including individuals, families, businesses, and charitable organizations. Angelo holds the Series 6, 7, 24, 63, and 66 licenses, as well as the SIE designation. Angelo is a Chartered Financial Consultant and is committed to providing clients with personalized financial advice and guidance, helping them to 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CA
06/17/2021 - Present
Principal Securities, Inc. (MODESTO CA)
VA
06/19/1996 - 12/09/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 02/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Angelo Giannosa is the right advisor for you? Invested Better is here to help.
