Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rogelio? Claim Your ProfileRogelio Rangel is a registered representative of Cetera Investment Advisers LLC. Rogelio is licensed in Ohio and Michigan and offers a range of financial services. Rogelio has been in the industry since 2018 and holds both the Series 7 and Series 66 licenses, as well as the SIE. Rogelio also has experience with Vantage Financial Group, Inc. and Vantage Settlement Advisory Group.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (CLEVELAND OH)
BOTH
Issued 9/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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