Angel Morales-Atallah

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/2015 → 12/2016
  Jp Morgan Secrities Llc
  Miami Beach, FL
• 12/2015 → 12/2016
  Jp Morgan Chase Bank
  Miami Beach, FL
• 02/2017 → 10/2023
  Edward Jones
  St Louis, MO
• 10/2023 → Present
  Ameriprise Financial Services, Llc
  Ponte Vedra, FL

Previous Registrations

• 2017-06-20 → 2023-11-01
  Edward Jones
  Miami, FL
  St Louis, MO
  Miami, FL
  Miami, FL
  Miami Lakes, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-04-17
• S63 Uniform Securities Agent State Law Examination
  2015-07-11

Designations

• Certified Financial Planner

Other Names

• Angel Eduardo Morales
• Angel E Morales-Atallah
• Angel Eduardo Morales-Atallah
• Angel E. Morales
• Angel Morales