Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo Vincent Pietri is a registered representative with Osaic Institutions, Inc. Angelo Vincent Pietri has been in the securities industry since August 2015. Angelo Vincent Pietri has been registered with Osaic Institutions, Inc. since January 2016. Osaic Institutions, Inc. is headquartered in Meriden, CT. Osaic Institutions, Inc. provides a wide range of financial services, including financial planning, pension consulting, and portfolio management. Angelo Vincent Pietri is licensed in 32 states to offer financial services, including California, Connecticut, Florida, Georgia, Hawaii, Illinois, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Utah, Vermont, Washington, and Wyoming. Angelo Vincent Pietri is also registered as an Investment Advisor Representative in Connecticut and New York.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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2
CT
09/07/2021 - Present
Osaic Institutions, Inc. (MERIDEN CT)
BOTH
Issued 12/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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