Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Ipock is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Albuquerque, NM. Angela has been in the financial services industry since October 2007 and is registered with the state of New Mexico and Virginia. She is also a registered representative of Raymond James Financial Services, Inc., and holds the Series 7, Series 66, and SIE licenses. Prior to joining Raymond James Financial Services Advisors, Inc., Angela worked at Merrill Lynch and UBS Financial Services Inc.
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
NM
06/24/2021 - Present
Raymond James Financial Services Advisors, Inc. (ALBUQUERQUE NM)
NM
06/10/2008 - 03/27/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
NM
10/23/2007 - 06/20/2008
UBS FINANCIAL SERVICES INC. (ALBUQUERQUE NM)
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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