Unclaimed
Angela Brown is an investment advisor representative with Fidelity Personal And Workplace Advisors. She has been in the industry since 2010 and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2012. Angela has a Series 6, 7, and 66 license. She specializes in providing financial planning services to individuals and businesses. Angela is also a Registered Investment Advisor (RIA) in Florida and Texas.
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.
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.
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.
1
2
FL
09/21/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
11/14/2014 - 07/25/2018
PARK AVENUE SECURITIES LLC (JACKSONVILLE FL)
FL
10/04/2012 - 11/26/2014
PRINCOR FINANCIAL SERVICES CORPORATION (Jacksonville FL)
FL
08/23/2010 - 10/05/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (ORANGE PARK FL)
BOTH
Issued 06/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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