I am a seasoned broker and investment adviser with a strong track record of helping clients achieve their financial goals. With over 35 years of experience in the industry.
What I Do
Investment Portfolio Management
As a broker and investment adviser, I excel in crafting and managing personalized investment portfolios for my clients. By carefully assessing their financial goals, risk tolerance, and time horizon.
Retirement Planning
I specialize in helping individuals plan for a secure and comfortable retirement. By analyzing my clients' current financial situation, estimating their future needs, and considering factors such as inflation and longevity.
Wealth Preservation and Estate Planning
I understand the importance of wealth preservation and assisting clients in creating a lasting legacy. I work closely with individuals and families to develop estate planning strategies that minimize tax liabilities, protect assets, and facilitate smooth wealth transfer to future generations.
Risk Management
Managing risk is a crucial aspect of my role. I conduct thorough risk assessments for my clients, evaluating their risk tolerance and identifying potential vulnerabilities in their investment portfolios. Through diversification, asset allocation, and regular risk reviews.
Financial Education and Guidance
I am passionate about empowering my clients with the knowledge and tools they need to make informed financial decisions. I provide educational resources, conduct personalized financial reviews, and offer guidance on topics such as budgeting, debt management, and tax-efficient investing.
Ongoing Market Research and Analysis
Staying ahead of market trends is essential in today's fast-paced financial landscape. I dedicate significant time to conducting thorough market research, analyzing economic indicators, and studying industry developments.
My Resume
Job Experience
Broker
State Farm VP Management Corp - (2022 - Present)I was responsible for building and maintaining strong relationships with clients. This involves understanding clients' financial goals, risk tolerance, and investment preferences.
Broker
State Farm VP Management Corp - (2005- 2018)My work was to execute trades on behalf of clients. I receive and process buy and sell orders for various financial instruments such as stocks, bonds, commodities, currencies, and derivatives.
Broker
Franklin/Templeton Distributors, INC - (1997- 1999)My work was to execute trades on behalf of clients. I receive and process buy and sell orders for various financial instruments such as stocks, bonds, commodities, currencies, and derivatives.
Examinations
Genral Security Law Exam
Series 63 - Uniform Securities Ad=gent State Law Examination (Mar 18, 2005)
General Industry/Products Exam
Series 6TO - Investment Company Products/Variable Contracts Representative Examination (Jan 2, 2023)
General Industry/Products Exam
SIE - Securities Industry Essentials Examination (Oct 1, 2018)
General Industry/Products Exam
Series 6 - Investment Company Products/Variable Contracts Representative Examination (Jan 19, 2005)
Testimonial
Olivia M
Investment Growth
Working with Angela as my investment advisor has been a game-changer. Her strategic insights and personalized approach have significantly grown my portfolio. Thank you, Rose!
Ava H
Boosted My Investment
Kudos to Angela for her exceptional guidance as my broker. Her expertise and attention to detail have made navigating the financial markets a breeze. I'm grateful for her dedication.
Isabella D
She exceeded my expectations
I wholeheartedly recommend Angela as an investment advisor. Her keen market analysis and commitment to my financial goals have exceeded my expectations. I trust her implicitly.
Connect With Me
Angela Rodriguez Elias
Chief Operating OfficerI am always available, Connect with me today.
Phone: +12092940056 Email: contact@angelarodrguezelias.com