Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Faridnia-brumm is an Investment Advisor Representative, registered with the Securities and Exchange Commission (SEC) and with the state of Arizona. Angela has been working in the financial industry since 2006. Angela currently works with World Investment Advisors, LLC, and is registered in Arizona, California and Texas. Prior to her current role, Angela worked at Lincoln Financial Advisors Corporation and Vanguard Marketing Corporation. Angela is a Series 6, 7, 63 and 65 licensed professional. She is a qualified advisor for individual investors, high net worth individuals, pension and profit sharing plans, corporations or other businesses and state or municipal government entities. She is also qualified to advise pooled investment vehicles, charitable organizations, and investment companies. Angela has 5 clients, including 2614 pension and profit sharing plans, 123 corporations or other businesses, and 19 state or municipal government entities. Angela has $37,759,764,327 in assets under management.
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.
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.
1
2
CA
10/24/2022 - Present
World Investment Advisors, LLC (Irivine CA)
IN
08/15/2019 - 01/12/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
AZ
07/11/2006 - 08/01/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 02/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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