Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Angel is an investment advisor representative at Citigroup Global Markets Inc. with over 25 years of experience in the financial services industry. He has a strong track record of providing comprehensive financial planning and investment advice to individuals, families, businesses, and institutions. Joseph has a deep understanding of the financial markets and a commitment to helping his clients achieve their financial goals. Prior to joining Citigroup Global Markets Inc., Joseph worked at Fifth Third Securities, Inc., Wintrust Investments LLC, and AXA Distributors, LLC, among other firms. He holds a Series 6, 7, 26, 63, and 65 licenses, as well as the SIE exam. He is a registered representative and investment advisor in Illinois, Florida, Michigan, Ohio, and Wisconsin.
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.
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.
Asset allocation advice
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
IL
03/25/2021 - Present
Citigroup Global Markets Inc. (HIGHLAND PARK IL)
IL
10/02/2019 - 02/11/2021
FIFTH THIRD SECURITIES, INC. (LINCOLNWOOD IL)
IL
10/01/2018 - 09/24/2019
WINTRUST INVESTMENTS LLC (Chicago IL)
NC
01/02/2014 - 10/10/2018
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IL
05/22/2013 - 01/02/2014
AXA ADVISORS, LLC (DEERFIELD IL)
NC
02/20/2013 - 05/24/2013
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IN
09/21/2012 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (FORT WAYNE IN)
IL
06/29/2010 - 03/14/2012
CITIGROUP GLOBAL MARKETS INC. (EVANSTON IL)
FL
01/18/2007 - 12/31/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
IL
01/04/2006 - 09/05/2006
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
TN
05/04/2005 - 09/19/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NE
06/17/2003 - 04/18/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IL
10/04/2002 - 05/23/2003
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
11/13/2000 - 10/04/2002
AFD, INC. (NORTHBROOK IL)
IL
04/01/1998 - 11/06/2000
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NE
05/20/1994 - 04/01/1998
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
IA
Issued 5/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/2/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/9/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 5/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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