Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman De Angelis is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. in Norwalk, Connecticut. He has been in the financial services industry since 2000 and has held previous positions with MML Investors Services, LLC, Ameriprise Financial Services, Inc., Allstate Financial Services, LLC, Essex National Securities, Inc., Edward Jones, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Norman De Angelis is licensed in Connecticut.
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.
Solicitation fees from 3rd party money managers
1
2
CT
03/18/2019 - Present
Cambridge Investment Research Advisors, Inc. (Norwalk CT)
CT
11/02/2016 - 02/13/2019
MML INVESTORS SERVICES, LLC (Goshen CT)
CT
10/10/2007 - 10/28/2016
AMERIPRISE FINANCIAL SERVICES, INC. (SOUTHBURY CT)
CT
11/23/2005 - 04/10/2007
ALLSTATE FINANCIAL SERVICES, LLC (WINSTED CT)
CA
08/05/2004 - 09/21/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MO
04/11/2002 - 08/03/2004
EDWARD JONES (ST. LOUIS MO)
NY
07/06/2000 - 05/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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