Angel Mutuc Aguinaldo

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

• 03/1980 → Present
  Aguinaldo Financial Group
  Glendale, CA
• 01/2009 → 06/2024
  Securities America, Inc.
  Glendale, CA
• 01/2009 → 06/2024
  Securities America Advisors, Inc.
  Glendale, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Glendale, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Glendale, CA

Previous Registrations

• 2009-01-23 → 2024-06-14
  Securities America Advisors, Inc.
  Glendale, CA
• 2005-03-01 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Glendale, CA
  Folsom, CA
  Folsom, CA
  Glendale, CA
• 2000-05-09 → 2005-03-01
  Associated Planners Investment Advisory Inc
  Glendale, CA

Other Businesses

1. INSURANCE SALES POSITION: Salesman NATURE: INSURANCE SALES - AGENT - START DATE: 12/2014 - LOCATED AT 2326 FLINTRIDGE DR, GLENDALE, CA 91206 - 20% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2014 ADDRESS: 2326 Flintridge Drive, Glendale CA 91206, United States DESCRIPTION: Selling insurance products needed by my clients - Life & Health Insurance including LTC. 2. LA TRUE-BLUE LIONS CLUB POSITION: Club Member, Board Director (2 years) NATURE: LA True-Blue Lions Club is part of the LIONS CLUBS INTERNATIONAL (LCI), the world's largest non-profit service organization, founded in 1917 with the motto: "We Serve". Its mission is to empower volunteers to serve their communities, meet humanitarian needs, promote peace, and foster international understanding. Lions focus on major global causes - vision, hunger, diabetes, childhood cancer, the environment, and disaster relief while supporting local programs like youth leadership, scholarships, health projects, and community assistance. LCI is not a business, it's a professional non-profit service organization managed by volunteers. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2024 ADDRESS: 1557 E. Amar Rd., Ste. H, West Covina CA 91792, United States DESCRIPTION: Attend Board Meetings. Help with Charity & Scholarship Projects - like Lions Annual HS Student Speakers Contest when we award scholarships to winners. Help with the Feed the Hungry program. Help with our Lions Free Eyeglasses & Vision Exams. Help with various charitable projects. 3. KNIGHTS OF COLUMBUS POSITION: Member, Sir Knight (4th Degree) NATURE: Joined Knights of Columbus as Member. A 4th Degree Knight. KofC is the world's largest fraternity of Catholic men whose aim is to put their faith in action through various charitable programs including feeding and clothing the hungry and homeless, delivering free wheelchairs to the disabled globally, supporting Special Olympics, and many and various charitable programs to help local and global communities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 1001 N. Brand Blvd., Glendale CA 91206, United States DESCRIPTION: Meetings of Brother Knights to elect officers. Discuss charitable programs to get involve in. Support church activities as requested by Catholic priests, bishops, and other clergy. Do many and various charity programs locally and globally.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-07-15

Designations

• Chartered Financial Consultant