Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Faye Peterson is a financial advisor with over 20 years of experience in the industry. Angela is registered with Raymond James Financial Services Advisors, Inc. and has been active in the financial services industry since 2003. She holds Series 63, 65, 7, 24, and SIE licenses and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Angela has worked with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. She is passionate about helping her clients achieve their financial goals and providing them with the guidance and support they need to make informed decisions about their money.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
11/12/2009 - Present
Raymond James Financial Services Advisors, Inc. (Peachtree City GA)
GA
10/27/2005 - 11/04/2009
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
IN
06/18/2004 - 10/25/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/18/2004 - 10/25/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
GA
09/29/2003 - 12/31/2003
DEMPSEY FINANCIAL NETWORK, INC. (ATLANTA GA)
IA
Issued 12/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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