Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Risola is an investment advisor representative registered with J. W. Cole Advisors, Inc., which is headquartered in Tampa, Florida. Angelo is also registered as an investment advisor representative in Arizona, California, Kansas, Missouri, Nevada and Washington. Angelo's previous experience includes roles at Wells Fargo Clearing Services, LLC, Morgan Stanley and AXA Advisors, LLC. Angelo has a strong track record in the financial services industry and holds a variety of licenses and certifications, including Series 6, 7, 63 and 66. Angelo specializes in providing financial planning services to individuals, businesses, corporations, high-net-worth individuals and charitable organizations. Angelo is a trusted advisor who is committed to helping clients achieve their financial goals.
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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
08/10/2021 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
AZ
11/08/2019 - 07/27/2021
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
AZ
04/09/2019 - 05/30/2019
MORGAN STANLEY (GILBERT AZ)
AZ
01/23/2017 - 12/03/2018
AXA ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 07/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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