Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ion? Claim Your ProfileIon Valentin Cangea is a financial advisor with over 27 years of experience in the financial services industry. Ion has a broad background in financial services and is currently registered with Moloney Securities Asset Management LLC. Ion has previously worked for a variety of firms, including Woodbury Financial Services, Inc., Capital One Investing, LLC, Capital One Investment Services LLC, Greenpoint Securities LLC, Essex National Securities, Inc., Paragon Capital Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Ion holds FINRA Series 7, 63, and 66 licenses and has passed the SIE exam. Ion specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
07/14/2023 - Present
Moloney Securities Asset Management LLC (Astoria NY)
NY
07/11/2018 - 07/20/2023
WOODBURY FINANCIAL SERVICES, INC. (Manhasset NY)
NY
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (New York NY)
NY
01/03/2005 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (JACKSON HEIGHTS NY)
NY
01/02/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
CA
08/30/1996 - 01/02/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
10/17/1995 - 02/09/1996
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
MN
11/18/1994 - 03/24/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/18/1994 - 03/24/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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