Unclaimed
Angela Dee Shrewsberry is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Bel Air, MD. Angela has been in the financial industry since June 30, 2016. Angela is licensed to provide financial advice in 43 states and the District of Columbia. Angela has worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
02/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Bel Air MD)
MD
12/02/2021 - 02/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEL AIR MD)
NY
02/12/1997 - 07/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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