Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Collins is a financial advisor with Fidelity Personal And Workplace Advisors. Angela has been in the industry since 2013 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Angela is licensed to provide financial advice in Indiana, Texas, California, Florida, New Jersey, and Ohio. Angela holds the Series 7, Series 66, and SIE licenses. Angela is dedicated to providing her clients with personalized financial advice to help them reach their 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.
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.
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2
TX
08/12/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
IN
11/07/2016 - 03/03/2021
J.P. MORGAN SECURITIES LLC (FORT WAYNE IN)
IN
06/24/2013 - 10/27/2016
EDWARD JONES (FT WAYNE IN)
BOTH
Issued 09/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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