Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Dee Banicki is a financial advisor with LPL Financial LLC. Angela is registered with the state of Indiana as an Investment Adviser Representative and as a Registered Representative. Angela has been in the securities industry since August 2017. She holds Series 6, 7, 63 and 65 securities licenses, and the SIE exam. Prior to joining LPL Financial LLC, Angela was a financial advisor with Key Investment Services LLC. Angela's current office location is 316 N. CENTER ST., PLYMOUTH, IN 46563.
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.
1
2
IN
07/13/2021 - Present
LPL Financial LLC (PLYMOUTH IN)
IN
08/15/2017 - 04/09/2021
KEY INVESTMENT SERVICES LLC (PLYMOUTH IN)
IA
Issued 07/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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