Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vangel? Claim Your ProfileVangel Charles Cotsis is a financial advisor with UBS Financial Services Inc. Vangel has been in the industry for over 20 years and holds licenses in 30 states. Vangel is registered to provide securities and investment advisory services in Maine, Florida, and Texas, and is actively registered in 28 other states as well. Vangel also holds licenses in 30 states, as well as several professional designations. Prior to joining UBS Financial Services Inc., Vangel was associated with MCDONALD INVESTMENTS INC. in PORTLAND, Maine. Vangel's experience includes financial planning, portfolio management, and investment advisory services for a wide range of clients, including individuals, families, businesses, and institutions.
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
ME
12/22/2008 - Present
UBS Financial Services Inc. (PORTLAND ME)
ME
01/22/2003 - 02/09/2007
MCDONALD INVESTMENTS INC. (PORTLAND ME)
BOTH
Issued 10/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
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
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