Robert AngeliCRD Number: 1027111
Current Firm: Prudential Financial Planning Services
Robert Angeli (CRD# 1027111) is an Investment Advisor Representative working at Prudential Financial Planning Services in Scranton, PA and has over 32 years of experience in the finance industry.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Pruco Securities Corporation||Scranton, PA||Oct 1978 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 2001|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV