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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Ann Patterson is a financial advisor with United Planners' Financial Services of America A Limited Partner. Angela has been in the financial services industry since 1993. She is licensed to provide financial advice in North Carolina. Angela Ann Patterson has experience working with high net worth individuals, corporations, and charitable organizations. She specializes in providing financial planning, pension consulting, and selection of other advisers. She is also registered to provide investment advice to clients in North Carolina.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
11/07/2008 - Present
United Planners' Financial Services OF America A Limited Partner (MATTHEWS NC)
NC
01/30/2002 - 11/13/2008
ROYAL ALLIANCE ASSOCIATES, INC. (MATTHEWS NC)
MA
08/04/1992 - 03/17/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
04/25/1996 - 08/02/1996
BANK SOUTH INVESTMENT SERVICES, INC.
NY
05/18/1991 - 07/31/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 05/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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