Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Angelo is a financial advisor registered with Miracle Mile Advisors, LLC. Nathaniel has been working in the financial services industry for more than 20 years. Nathaniel has held previous positions at RBC Capital Markets, LLC, LPL Financial LLC and Russell Financial Services, Inc. Nathaniel specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Nathaniel has also worked with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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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CA
07/07/2023 - Present
Miracle Mile Advisors, LLC (LOS ANGELES CA)
WA
08/29/2017 - 07/13/2023
RBC CAPITAL MARKETS, LLC (Tacoma WA)
WA
05/01/2015 - 06/20/2016
LPL FINANCIAL LLC (OLYMPIA WA)
WA
05/26/2003 - 07/25/2014
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
BOTH
Issued 07/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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