Unclaimed
Angelo Peter Schiralli has been a registered representative since 1975 and has been in the industry for over 46 years. Angelo is currently registered with MML Investors Services, LLC and has branch office locations in North Palm Beach, FL. Angelo has experience with a variety of firms, including MSI Financial Services, Inc., New England Securities, Signator Investors, Inc., John Hancock Mutual Life Insurance Company, Sun Investment Services Company, and Mutual Benefit Financial Service Company. Angelo has a broad range of experience and is licensed in several states. Angelo has been an independent insurance agent since 1970, a partner in S and C Brokerage since 1987, and is the owner of South Florida Financial Services since 1985. Angelo provides financial planning and portfolio management services to a variety of clients including individuals, corporations, and retirement plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
03/25/2017 - Present
MML Investors Services, LLC (NORTH PALM BEACH FL)
FL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NORTH PALM BEACH FL)
FL
02/25/2000 - 01/02/2015
NEW ENGLAND SECURITIES (NORTH PALM BEACH FL)
MA
02/09/1993 - 11/19/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/09/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
09/07/1991 - 10/23/1992
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
03/01/1975 - 08/22/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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