Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emilio? Claim Your ProfileEmilio Rafael Rangel jr has been in the financial industry since 2003. Currently, Emilio is a registered representative with Fidelity Personal And Workplace Advisors. Previously, Emilio was a registered representative with PRUCO SECURITIES, LLC., ONEAMERICA SECURITIES, INC., CITIGROUP GLOBAL MARKETS INC., ING FINANCIAL PARTNERS, INC., SUNTRUST INVESTMENT SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CARDINAL CAPITAL MANAGEMENT, INC.. Emilio holds a Series 7, Series 26, Series 63 and Series 66 license.
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.
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
FL
09/15/2023 - Present
Fidelity Personal AND Workplace Advisors (CORAL GABLES FL)
FL
11/12/2019 - 01/24/2022
PRUCO SECURITIES, LLC. (CORAL GABLES FL)
FL
02/02/2018 - 12/02/2019
ONEAMERICA SECURITIES, INC. (Coral Gables FL)
FL
09/12/2011 - 11/25/2016
CITIGROUP GLOBAL MARKETS INC. (KEY BISCAYNE FL)
FL
04/13/2011 - 09/19/2011
ING FINANCIAL PARTNERS, INC. (MIAMI FL)
FL
01/11/2008 - 04/28/2009
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
FL
02/01/2007 - 09/11/2007
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI BEACH FL)
NY
02/10/2003 - 12/02/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
07/21/1999 - 04/25/2000
CARDINAL CAPITAL MANAGEMENT, INC. (MIAMI FL)
NY
09/15/1993 - 09/03/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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