Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Anthony Angelo is an investment advisor representative associated with UBS Financial Services Inc. Kenneth has been in the industry since 1985 and has been registered with UBS since 2009. Prior to joining UBS, Kenneth was associated with Citigroup Global Markets Inc, Morgan Stanley DW Inc. and Prudential Securities Incorporated. Kenneth holds Series 63, Series 7 and SIE licenses and has been registered in over 30 states. Kenneth also provides Financial Planning, Pension Consulting and Educational Seminars services.
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.
See schedule d - miscellaneous
1
2
NJ
06/13/2012 - Present
UBS Financial Services Inc. (PARAMUS NJ)
NJ
11/05/2004 - 05/05/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
04/28/1995 - 11/08/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/07/1989 - 05/16/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/19/1985 - 03/11/1989
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BC
Issued 12/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kenneth Angelo is the right advisor for you? Invested Better is here to help.
