Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Dawn Pepper is a financial advisor currently registered with LPL Financial LLC. Angela has been in the financial industry since December 21, 2010, and is licensed in Michigan and Texas. Angela has experience with both individual and business clients and provides a variety of financial services including financial planning, portfolio management, and educational seminars. Angela is committed to helping clients achieve their financial goals and provides personalized financial advice to meet their specific needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
MI
07/23/2022 - Present
LPL Financial LLC (SHELBY TOWNSHIP MI)
MI
01/21/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (Shelby TWP MI)
MI
12/21/2010 - 02/06/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SHELBY TOWNSHIP MI)
IA
Issued 08/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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