Maria Delosangeles Agosto

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2003 → 04/2019
  Mutual Of Omaha
  Guaynabo, PR
• 04/2013 → 04/2019
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 04/2013 → 04/2019
  Kovack Advisors, Inc.
  Fort Lauderdale, FL
• 04/2019 → 01/2025
  Lincoln Financial Securities Corporation
  San Juan, PR
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Juan, PR

Previous Registrations

• 2019-04-22 → 2025-01-24
  Osaic Fs, Inc.
  San Juan, PR
  San Juan, PR
  San Juan, PR
• 2015-03-26 → 2019-04-15
  Kovack Advisors, Inc.
  San Juan, PR
  Ft. Lauderdale, FL
  San Juan, PR

Other Businesses

Maria De Los Angeles Agosto Fajardo DBA CFS of Puerto Rico 317 Villa Nevarez Carretera 21 San Juan Puerto Rico 00927 Category: Insurance Investment Related: Yes Title: Agent Duties: accident and health insurance, disability insurance, fixed annuities, fixed/equity indexed annuities, property & casualty insurance, traditional life insurance Start Date: 4/22/2019 Hours per Month: 40 Hours per Month during trading hours: 20 FORM BR update: YES Website: www.cfspr.com

Exams

• S66 Uniform Combined State Law Examination
  2015-03-24
• S65 Uniform Investment Adviser Law Examination
  2000-07-10

Other Names

• Maria Delosangeles Agosto-Fajardo
• Maria A. Agosto
• Angie Agosto
• Angeles Agosto