Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Raley is a financial advisor with BOK Financial Securities, Inc. Angela has been in the financial industry since 2011. Angela holds the Series 7TO, Series 6, and Series 63 securities licenses. Angela is registered in Texas.
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.
Furnishes advice about securities in any manner not described above.
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
TX
04/08/2024 - Present
BOK Financial Securities, Inc. (MCKINNEY TX)
TX
05/19/2022 - 04/09/2024
HILLTOP SECURITIES INC. (DALLAS TX)
TX
01/18/2017 - 08/23/2021
BBVA SECURITIES INC. (GRAPEVINE TX)
TX
01/13/2016 - 12/06/2016
J.P. MORGAN SECURITIES LLC (COPPELL TX)
TX
01/08/2014 - 09/24/2014
BBVA SECURITIES INC. (DALLAS TX)
FL
05/25/2011 - 09/09/2013
PNC INVESTMENTS (MERRITT ISLAND FL)
IA
Issued 10/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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