Unclaimed
Angela Casale is a financial professional with over 16 years of experience in the industry. Angela currently works with Fidelity Distributors Co. LLC, National Financial Services LLC and Fidelity Brokerage Services LLC. Angela has passed several securities exams including Series 66, Series 63, Series 24, Series 9, Series 10, SIE and Series 7. Angela is registered in Florida.
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.
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.
1
2
RI
12/15/2023 - Present
Fidelity Distributors Co. LLC (SMITHFIELD RI)
BOTH
Issued 12/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/29/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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