Angel Palacios (CRD# 5656668) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Batavia, NY and has over 14 years of experience in the finance industry.
CRD# 5842694
Edward Jones
CRD# 3064278
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 7010758
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Batavia, NY | Mar 2021 - Current | 3 |
| Santander Bank, Na | Boston, MA | Oct 2019 - Feb 2021 | 1 |
| Santander Securities, LLC | Dorchester, MA | Oct 2019 - Feb 2021 | 1 |
| Bank Of America, N.a. | Garden City, NY | Oct 2017 - Oct 2019 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City, NY | May 2017 - Oct 2019 | 2 |
| J.p. Morgan Securities LLC | Middle Village, NY | Oct 2012 - Apr 2017 | 4 |
| Jpmorgan Chase Bank Na | Flushing, NY | Mar 2009 - Apr 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- NY
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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