Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo N. Piccolo is a Registered Representative and Investment Advisor Representative with Osaic Institutions, Inc. based in Naugatuck, CT. Angelo has been in the industry since September 24, 2013 and has experience with Citigroup Global Markets Inc. and People’s Securities, Inc. Angelo holds Series 6, 7, 63, 65 and SIE licenses. Angelo specializes in retirement planning, college savings plans, and other financial goals. Osaic Institutions, Inc. is a registered investment advisor that provides financial planning and investment management services to individuals, families, and businesses.
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.
Solicitation services for other advisers
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
CT
12/10/2018 - Present
Osaic Institutions, Inc. (NAUGATUCK CT)
NY
01/11/2018 - 01/03/2019
CITIGROUP GLOBAL MARKETS INC. (YORKTOWN HEIGHTS NY)
CT
09/25/2013 - 01/17/2018
PEOPLE'S SECURITIES, INC. (BROOKFIELD CT)
IA
Issued 04/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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