Angelo Gurrieri

Current Employers

Employment History

• 06/2001 → Present
  Wfg
  Clearwater, FL
• 11/2007 → Present
  Unite Financial Group, Llc
  Oakbrook, IL
• 11/2011 → Present
  Employee Benefit Risk Management Services
  Oakbrook, IL
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Clearwater, FL
• 08/2012 → Present
  Heartland Institute Of Financial Education
  Aurora, CO
• 11/2014 → Present
  Rental Property
  Chicago, IL
• 05/2017 → 11/2023
  Perl Mortgage
  Oak Brook, IL
• 10/2020 → Present
  College Loan Freedom
  Henderson, NV
• 09/2003 → Present
  Blue Ocean Financial Partners
  Saint Petersburg, FL

Previous Registrations

• 2009-04-07 → 2012-01-06
  Investment Advisors International, Inc.
  Oakbrook Terrace, IL

Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Blue Ocean Financial Partners /0903-Present / Investment Related: No / 5780 51st St Saint Petersburg, FL 33715 / President / Manages business expense / Hrs. Work Monthly: 10 / Sec Trading Hrs: 0 / Manages the expenses for financial services business and personally owned real estate. HEARTLAND INSTITUTE OF FINANCIAL EDUCATION, AURORA, CO, START DATE 07-20-2012, NOT INVESTMET RELATED, CF ED INSTRUCTOR, 25 HRS/WEEK, EBRM, OAKBROOK, IL, NOT INVESTMENT RELATED, SELLING HEALTH INSURANCE, 1 HR/WEEK ANGELO GURRIERI FINANCIAL GROUP, DOWNERS GROVE, IL, START DATE 09-2003, NOT INVESTMENT RELATED, PRESIDENT,5% TIME DEVOTED UNITE FINANCIAL GROUP, LLC, OAKBROOK TERRACE, IL, START DATE 11-2007, NOT INVESTMENT RELATED,PARTER, 5% TIME DEVOTED RENTAL PROPERTY; NOT INVESTMENT RELATED; 14899 PLYMOUTH CT UNIT 1305, CHICAGO IL 60605; RESIDENTIAL RENTAL HOME; OWNER; 11/2014; 0 HRS/MONTH; OWNER COLLEGE LOAN FREEDOM / INVESTMENT RELATED: NO / 129 W LAKE MEAD PKWY #19 HENDERSON NV 89015 / HOURS PER MONTH: 20 / HOURS DURING SECURITIES TRADING HOURS: 1 / REFERRAL PARTNER, REFER COLLEGE DEBT LOAN CLIENTS TO THIS COMPANY / APPROVED WITH RESTRICTIONS

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-02
• S63 Uniform Securities Agent State Law Examination
  1997-05-02