Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Peter D'angelo is a financial advisor with Equity Services, Inc. William D'angelo has been in the industry since 2008. William D'angelo has registrations with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). William D'angelo is also registered to provide investment advisory services in 15 states. William D'angelo has experience working with high net worth individuals, individuals other than high net worth individuals, and pension and profit-sharing plans. William D'angelo offers a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
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.
1
2
NJ
06/22/2021 - Present
Equity Services, Inc. (RED BANK NJ)
NY
04/30/2009 - 12/19/2013
METLIFE SECURITIES INC. (STATEN ISLAND NY)
NY
06/04/2002 - 03/03/2003
SANGIMINO, JOSEPH A (STATEN ISLAND NY)
BC
Issued 08/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William D'angelo is the right advisor for you? Invested Better is here to help.
