Internal Sales Consultant @ (July 2006 - May 2008)
Associate Regional Analyst @ (December 2005 - July 2006)
Raymond Angelo Education
College for Financial Planning
College for Financial Planning (Certified Financial Planner)
2010-2011
Seton Hall University - Stillman School of Business
Bachelor of Science (Finance)
2002-2006
Raymond Angelo Skills
Estate Planning
Insurance Planning
Retirement Planning
Alternative Investments
Series 63
Financial Advisory
Certified Financial
Financial Planners
Fixed Annuities
Financial Planning
Investment Advisory
Asset Allocation
Wealth Management
Mutual Funds
FINRA
Microsoft Office
Microsoft Word
Investment Strategies
Uniform Combined State
Series 24
ETFs
Retirement
Analysis
Series 7
Securities
Raymond Angelo Summary
Raymond Angelo, based in Clark, NJ, US, is currently a Certified Financial Planner at Angelo & Associates Financial Planning Group. Raymond Angelo brings experience from previous roles at UBS Financial Services. Raymond Angelo holds a 2010 - 2011 College for Financial Planning in Certified Financial Planner @ College for Financial Planning. With a robust skill set that includes Estate Planning, Insurance Planning, Retirement Planning, Alternative Investments, Series 63 and more. Raymond Angelo has 1 mobile phone numbers on RocketReach.
Looking for a different Raymond Angelo?
Find contact details for 700 million professionals.