Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Chew is a financial advisor with over 20 years of experience in the industry. Angela is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. where she specializes in providing portfolio management for businesses and individuals. She is also experienced in pension consulting and educational seminars. Prior to joining Merrill Lynch, Angela held positions at CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC. Angela holds a Series 7, Series 63 and SIE license.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
09/28/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
10/11/2011 - 08/14/2018
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
12/10/2010 - 09/09/2011
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
03/01/2010 - 12/10/2010
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
04/16/1998 - 09/11/2009
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BC
Issued 5/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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