Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Christine Hart is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Charlotte, North Carolina. Angela Christine has been in the industry since December 16, 2010. Angela Christine has also been registered with several other firms in the past, including Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Lincoln Financial Distributors, Inc. Angela Christine specializes in providing portfolio management for businesses and individuals.
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
NC
10/06/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
IN
05/02/2018 - 10/21/2020
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
IN
01/19/2010 - 10/28/2010
J.P. MORGAN SECURITIES LLC (FORT WAYNE IN)
IN
11/03/2009 - 12/31/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
07/09/1999 - 11/28/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/09/1999 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 08/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1999
Series 6 - Investment Company Products/Variable Contracts 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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