Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Angelo is a financial advisor in Plainview, NY. Paul has 31 years of experience in the financial services industry. Paul currently works at LPL Financial LLC. Paul is registered with and provides services through LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
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NY
08/03/2021 - Present
LPL Financial LLC (PLAINVIEW NY)
NY
09/22/2004 - 09/11/2024
LPL FINANCIAL LLC (PLAINVIEW NY)
IL
09/30/2002 - 08/30/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
06/22/1994 - 06/21/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
09/07/1993 - 05/06/1994
LEBENTHAL & CO., INC. (NEW YORK NY)
MN
06/30/1988 - 12/12/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/30/1988 - 12/12/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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