Rogelio RangelCRD Number: 6962496
Current Firm: Cetera Advisor Networks LLC
Rogelio Rangel (CRD# 6962496) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Cleveland, OH and has over 4 years of experience in the finance industry.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Cetera Advisor Networks||El Segundo, CA||Jun 2018 - Current||4|
|Envestnet Inc.||Chicago, IL||Sep 2013 - Jun 2018||4|
|Fredonia Inc.||Wheaton, IL||Jan 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2018|
Total Assets Under Management50,296MILLIONS
Total Number of Accounts174,993ACCOUNTS
Average Account Value$287,416
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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