Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Talebi is a financial advisor with over 20 years of experience in the industry. Angelo is currently registered with Beverly Hills Financial Planners, LLC, and has previously held positions at other firms including Independent Financial Group, LLC, Royal Alliance Associates, Inc., LPL Financial LLC, Securities America, Inc. and Quest Capital Strategies, Inc. Angelo is a licensed insurance agent and holds the Series 7, Series 24, Series 63 and Series 65 licenses. Angelo provides financial planning services to clients in Sherman Oaks, CA and surrounding areas. Angelo’s practice focuses on helping clients with a range of needs including retirement planning, investment management, insurance planning, and estate planning.
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.
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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CA
01/01/2025 - Present
Beverly Hills Financial Planners, LLC (SHERMAN OAKS CA)
CA
04/22/2014 - 04/29/2016
INDEPENDENT FINANCIAL GROUP, LLC (Sherman Oaks CA)
CA
11/16/2012 - 04/11/2014
ROYAL ALLIANCE ASSOCIATES, INC. (BEVERLY HILLS CA)
CA
11/12/1999 - 12/12/2012
LPL FINANCIAL LLC (BEVERLY HILLS CA)
NE
12/22/1995 - 11/05/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
07/24/1992 - 12/19/1995
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 10/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 04/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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