Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Moffat is a financial advisor at Osaic Institutions, Inc. based in LATROBE, PA. Angela has been working in the financial industry since 2011 and holds a variety of licenses and certifications including Series 6, 7, 63 and 66 licenses. Angela has experience working with clients from a variety of backgrounds including individuals, businesses, and charitable organizations. Angela focuses on providing financial planning and investment management services. Angela is committed to helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
PA
01/06/2022 - Present
Osaic Institutions, Inc. (LATROBE PA)
PA
04/16/2018 - 11/01/2021
INFINEX INVESTMENTS, INC. (New Alexandria PA)
PA
09/21/2016 - 04/06/2018
KEY INVESTMENT SERVICES LLC (MT PLEASANT PA)
PA
11/18/2010 - 09/21/2016
LPL FINANCIAL LLC (SMITHTON PA)
BOTH
Issued 08/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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