Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Policicchio is a registered representative and investment adviser representative with Credit Suisse Securities (usa) LLC in Chicago, Illinois. Angelo has been in the securities industry since April 2021. Angelo is licensed in several states and has passed a number of FINRA exams including the Series 63, Series 86, Series 87, Series 7TO, and the SIE. Angelo specializes in providing investment advice and portfolio management for pooled investment vehicles. Angelo is dedicated to providing his clients with the highest level of service and expertise.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
IL
04/05/2021 - Present
Credit Suisse Securities (usa) LLC (CHICAGO IL)
BC
Issued 05/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/11/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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