Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Perry is a financial advisor with over 20 years of experience in the financial services industry. Angela is currently registered with Pactolus, a financial services firm located in Vienna, VA, where Angela is Managing Director and Investment Advisor Representative. Angela has also worked with MML Investors Services, LLC, MSI Financial Services, INC., and VALIC Financial Advisors, INC. Angela holds a variety of licenses, including Series 7, 63, 66, and 52. Angela has a wide range of experience in the financial services industry, and Angela is dedicated to providing her clients with the highest level of service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
VA
02/10/2022 - Present
Pactolus (VIENNA VA)
VA
03/25/2017 - 10/18/2017
MML INVESTORS SERVICES, LLC (VIENNA VA)
VA
08/22/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FALLS CHURCH VA)
CA
08/05/2002 - 03/21/2013
VALIC FINANCIAL ADVISORS, INC. (EMERYVILLE CA)
NA
12/26/1986 - 01/23/1987
IDS MARKETING CORPORATION
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/07/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1991
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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