Unclaimed
Angela Denise Sloan is a financial advisor who has been in the industry since March 21, 1987. Angela is currently registered with Madison Avenue Securities, LLC and has been with the firm since January 2006. Previously, Angela worked at Southeast Investments, N.C., Inc. and American Classic Securities, Inc. Angela is licensed to provide investment advice in a number of states including South Carolina, Texas, Arizona, Florida, Georgia, Michigan, Missouri, New York, North Carolina, Rhode Island, and Washington.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
08/01/2014 - Present
Madison Avenue Securities, LLC (CLOVER SC)
NC
12/05/2003 - 01/03/2006
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
FL
10/22/1991 - 11/25/2003
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
SD
05/09/1991 - 11/01/1991
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
02/26/1987 - 05/14/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 09/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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