Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Denice Sanders is a financial advisor currently registered with United Capital Financial Advisors in The Woodlands, Texas. Angela has been in the industry since 2000 and has experience with a range of firms, including Ameriprise Financial Services, Inc., Cetera Advisor Networks LLC, Girard Securities, Inc., and OSAIC WEALTH, INC.. Angela holds the Series 7 and Series 66 licenses and has a specialization in retirement planning, college savings, estate planning, and tax planning. Angela is committed to providing personalized financial advice to help individuals and families 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.
Sub-adviser for other investment advisers
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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TX
06/12/2024 - Present
United Capital Financial Advisors (The Woodlands TX)
TX
09/01/2023 - 06/04/2024
OSAIC WEALTH, INC. (THE WOODLANDS TX)
TX
05/01/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (THE WOODLANDS TX)
TX
11/01/2017 - 08/09/2019
CETERA ADVISOR NETWORKS LLC (THE WOODLANDS TX)
TX
12/05/2014 - 11/01/2017
GIRARD SECURITIES, INC. (THE WOODLANDS TX)
TX
11/05/2002 - 12/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
MN
11/05/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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