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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Diane Robinson is a financial advisor who is licensed to provide financial services in 26 states. She began her career in the financial services industry in 2005. Angela works with a variety of clients including individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, investment clubs, and state and municipal governments. Angela holds licenses with both LPL Financial LLC and WADDELL & REED. Angela has earned the designations of Certified Financial Planner and Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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.
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2
KS
07/21/2021 - Present
LPL Financial LLC (LEAWOOD KS)
KS
05/11/2005 - 07/21/2021
WADDELL & REED (LEAWOOD KS)
BOTH
Issued 05/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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