Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela D Rutledge is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Angela has been in the financial industry since 2008 and is currently registered as a broker-dealer in North Carolina and Texas. Angela has experience working for UBS Financial Services Inc. and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Angela is a Series 66, Series 7 and SIE license holder. Angela is a specialist in providing financial advice and services to individuals, businesses, corporations, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
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
07/28/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HENDERSONVILLE NC)
NC
11/23/2011 - 06/10/2014
UBS FINANCIAL SERVICES INC. (ASHEVILLE NC)
NC
10/13/2009 - 11/29/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
NC
08/01/2007 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
BOTH
Issued 09/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2007
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
Not sure Angela Rutledge is the right advisor for you? Invested Better is here to help.
