Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Antonelli is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm that offers a range of financial services, including investment management, financial planning, and educational seminars. Antonelli has been in the financial services industry since 1991 and is registered in 54 states and the District of Columbia. Antonelli holds several licenses and certifications, including the Series 7, Series 10, Series 24, Series 52, Series 53, Series 63, and Series 65. Antonelli's previous employers include UBS Financial Services Inc. and Morgan Stanley DW Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
05/20/2020 - Present
Raymond James Financial Services Advisors, Inc. (Purcellville VA)
VA
01/15/2016 - 02/05/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (LEESBURG VA)
VA
08/26/2005 - 01/26/2016
UBS FINANCIAL SERVICES INC. (VIENNA VA)
NY
10/08/1999 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
VA
10/16/1990 - 10/05/1999
M. J. FRIEDLANDER CO., INC. (MIDDLEBURG VA)
IA
Issued 05/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/04/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Angela Antonelli is the right advisor for you? Invested Better is here to help.
