Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Kaufman is a financial advisor with Paychex Securities Corp. Angela has been in the financial services industry since 2002. Prior to joining Paychex Securities Corp., Angela worked at M. S. HOWELLS & CO., PAYCHEX SECURITIES CORPORATION, USAA FINANCIAL ADVISORS, INC., JOHN HANCOCK DISTRIBUTORS LLC, VANGUARD MARKETING CORPORATION, ING INVESTMENTS DISTRIBUTOR, LLC, STANCORP EQUITIES, INC., GWFS EQUITIES, INC., JANUS DISTRIBUTORS LLC, ONE ORCHARD EQUITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Angela is licensed in all 50 states as a broker-dealer.
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
AZ
03/30/2021 - Present
Paychex Securities Corp. (Phoenix AZ)
AZ
06/30/2020 - 09/29/2020
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
AZ
04/12/2019 - 03/13/2020
PAYCHEX SECURITIES CORPORATION (Phoenix AZ)
AZ
01/03/2019 - 04/17/2019
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
MA
09/02/2015 - 06/04/2018
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
AZ
12/10/2013 - 07/23/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
03/12/2012 - 09/17/2013
ING INVESTMENTS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
CO
09/24/2010 - 06/06/2011
STANCORP EQUITIES, INC. (DENVER CO)
MA
01/25/2007 - 12/31/2009
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CO
12/20/2005 - 05/31/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
05/31/2001 - 07/27/2004
JANUS DISTRIBUTORS LLC (DENVER CO)
CO
01/16/1997 - 05/10/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
11/24/1995 - 05/10/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/24/1995 - 05/10/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Angela Kaufman is the right advisor for you? Invested Better is here to help.
