Unclaimed
Angela Deeana Garber is an active investment advisor representative with Morgan Stanley. Angela has been in the industry for 22 years and holds multiple licenses, including Series 63, 66, 7, 9, 10 and SIE. Angela has been a registered representative with Morgan Stanley since July 2012. Previous to that, Angela was registered with WELLS FARGO ADVISORS, LLC and MORGAN KEEGAN & COMPANY, INC. Angela has held various positions during her career and has experience with a wide range of investment products and services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Angela is registered in 52 states and territories and holds a license as a securities agent 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
FL
02/12/2014 - Present
Morgan Stanley (Palm Beach Gardens FL)
FL
05/29/2007 - 07/03/2012
WELLS FARGO ADVISORS, LLC (PALM BEACH GARDENS FL)
FL
03/20/2000 - 05/30/2007
MORGAN KEEGAN & COMPANY, INC. (PALM BEACH FL)
BOTH
Issued 05/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/17/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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