Angel TineoCRD Number: 1411558
Current Firm: Eagle Strategies LLC
Angel Tineo (CRD# 1411558) is an Investment Advisor Representative working at Eagle Strategies LLC in Rego Park, NY and has over 7 years of experience in the finance industry. Angel Tineo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|Eagle Strategies LLC||Rego Park, NY||Oct 2014 - Current||2|
|Nylife Securities LLC||Rego Park, NY||Jan 2014 - Current||2|
|New York Life Insurance Company||Rego Park, NY||Dec 2013 - Current||2|
|Guardian Life Ins Company Of America||New York, NY||Apr 2013 - Dec 2013||< 1|
|Metlife||New York, NY||Mar 2010 - May 2013||3|
|Tower Square Securities LLC||Georgetown, CT||May 2009 - Mar 2010||< 1|
|Atax Financial Services||Bronx, NY||Sep 2008 - Mar 2010||1|
|Unemployed||Ridgewood, NY||Apr 2008 - Sep 2008||< 1|
|Amtrust Bank||Coral Gables, FL||Oct 2007 - Mar 2008||< 1|
|Axa Advisors||Fort Lauderdale, FL||May 2007 - Oct 2007||< 1|
|Gemma Dba||Miami Beach, FL||Jan 2007 - Oct 2007||< 1|
|Fortune International||Miami, FL||Aug 2006 - May 2007||< 1|
|Ewm, Inc.||Miami Beach, FL||Aug 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2009|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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