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 a financial advisor with over 25 years of experience in the industry. He has a strong background in both investment and financial planning, holding registrations with FINRA and the SEC. Joseph is currently registered as an Investment Advisor Representative with Citigroup Global Markets Inc., and has previously held similar positions with several other firms, including Fifth Third Securities, Wintrust Investments LLC, and AXA Distributors, LLC. His experience includes working with high-net-worth individuals, corporations, and institutional clients. He specializes in asset allocation advice, portfolio management, financial planning, and pension consulting. Joseph has a broad range of experience and expertise to help his clients reach their financial goals.
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.
1
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 05/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1994
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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