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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 Beth Zachman is a financial advisor with over 25 years of experience in the financial services industry. Angela has held numerous roles at various firms, including J.J.B. Hilliard, W.L. Lyons, Inc., PNC Investments and UVEST Financial Services Group, Inc. Currently, Angela is registered as a Registered Representative and Investment Advisor Representative with KPP Advisory Services LLC. Her practice focuses on financial planning and portfolio management for individuals and businesses. Angela holds several industry credentials, including the Series 6, 7, 63, and 65 licenses and the SIE exam.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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KY
03/22/2024 - Present
KPP Advisory Services LLC (LOUISVILLE KY)
KY
01/01/2004 - 03/26/2014
PNC INVESTMENTS (LOUISVILLE KY)
KY
09/08/2003 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NC
12/02/2002 - 07/14/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
OH
04/11/2000 - 11/22/2002
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
ND
09/05/1997 - 04/11/2000
ARM SECURITIES CORPORATION (MINOT ND)
IA
Issued 11/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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