Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Egbert is a Registered Representative and Investment Adviser Representative with over 15 years of experience in the financial services industry. Angela currently works at Park Avenue Securities LLC, a firm with offices in New York, NY and Nutley, NJ. Angela has experience working with clients in several areas, including individuals, corporations, trusts, and charitable organizations. Angela has a proven track record of success in helping her clients reach their financial goals. Angela is committed to providing her clients with personalized financial advice and guidance to help them achieve their goals. Angela is a strong advocate for her clients and believes in building long-term relationships based on trust and mutual respect. Angela is a dedicated professional who is passionate about helping her clients succeed financially.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
09/19/2023 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
01/08/2019 - 08/25/2023
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
11/30/2015 - 12/14/2018
PARK AVENUE SECURITIES LLC (NEW YORK NY)
PA
11/10/2014 - 11/30/2015
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
01/11/2011 - 11/14/2014
OPPENHEIMER & CO. INC. (JENKINTOWN PA)
PA
12/18/2007 - 01/03/2011
WELLS FARGO ADVISORS, LLC (JENKINTOWN PA)
PA
04/19/2007 - 05/15/2007
MORGAN STANLEY & CO., INCORPORATED (JENKINTOWN PA)
IA
Issued 09/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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