Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barjes? Claim Your ProfileBarjes Angulo is an investment advisor representative at Cornerstone Planning Group. Barjes has been in the financial services industry for over 20 years. Barjes holds Series 7, 63, and 65 licenses as well as the SIE. Previously, Barjes was with NYLIFE SECURITIES LLC and AXA ADVISORS, LLC, where Barjes provided investment advice to individuals and families. Barjes specializes in providing financial planning, pension consulting, and portfolio management. Barjes works with individuals, families, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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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NJ
06/27/2022 - Present
Cornerstone Planning Group (FAIRFIELD NJ)
NY
07/05/2006 - 06/21/2022
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
01/30/2006 - 03/07/2006
CITICORP INVESTMENT SERVICES (NEW YORK NY)
CA
04/08/2004 - 01/04/2006
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
12/22/2000 - 04/26/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/31/2000 - 12/07/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 06/22/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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