Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo McCartney is a financial advisor with over 8 years of experience in the financial services industry. Angelo is currently registered with Charles Schwab & CO., Inc. in Arizona. Prior to joining Charles Schwab & CO., Inc., Angelo was a registered representative for Merrill Lynch, Pierce, Fenner & Smith Incorporated from July 2014 through February 2022. Angelo has earned Series 7, Series 9, Series 10 and Series 66 licenses and the SIE exam. Angelo specializes in advising individuals and families on their financial planning needs. Angelo has also passed the Uniform Combined State Law Examination. Angelo is committed to providing clients with the guidance and support they need to reach their financial goals. Angelo is also a financial planning advisor for Charles Schwab Premiere Bank.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
06/01/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
07/30/2014 - 02/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 08/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Angelo McCartney is the right advisor for you? Invested Better is here to help.
