Unclaimed
Angela Cortwright is a financial professional with over 10 years of experience in the financial services industry. Angela is currently registered as a registered representative with Cetera Investment Advisers LLC in Indiana and Texas. Angela has experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Angela also provides educational seminars and selection of other advisors services. Angela is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
09/05/2024 - Present
Cetera Investment Advisers LLC (MUNCIE IN)
NJ
03/19/2013 - 04/11/2017
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 04/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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