Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xavier? Claim Your ProfileXavier Angel, a financial planner, is a registered representative with New Century Financial Group, LLC. Xavier is a certified financial planner, as well as a chartered financial consultant. Xavier has been in the securities industry since 2003. Xavier specializes in various investment strategies, including financial planning, portfolio management, and investment advisory services. Xavier holds a Series 7, Series 6, Series 63 and a SIE license.
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.
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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LA
12/23/2019 - Present
NEW Century Financial Group, LLC (New Orleans LA)
LA
08/26/2011 - 11/13/2019
MML INVESTORS SERVICES, LLC (METAIRIE LA)
LA
02/04/2010 - 09/13/2011
LPL FINANCIAL LLC (NEW ORLEANS LA)
LA
06/27/2003 - 02/17/2010
MML INVESTORS SERVICES, INC. (METAIRIE LA)
BC
Issued 12/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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