Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Daly is a financial advisor with UBS Financial Services Inc., a well-established firm with offices across the United States. Angela has over two decades of experience in the financial services industry. Angela has a strong background in providing investment advice to a diverse client base, including high-net-worth individuals, corporations, and retirement plans. Angela's expertise extends to a range of services, including financial planning, portfolio management, and investment strategies tailored to individual client needs. Prior to joining UBS Financial Services Inc., Angela held positions at several other reputable firms including J.P. Morgan Securities LLC, Chase Investment Services Corp., and New England Securities. Her extensive experience provides a solid foundation for delivering insightful guidance and personalized financial solutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
10/20/2017 - Present
UBS Financial Services Inc. (PALM BEACH GARDENS FL)
FL
01/23/2015 - 09/21/2016
J.P. MORGAN SECURITIES LLC (Palm Beach Gardens FL)
FL
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (LAKE PARK FL)
FL
09/14/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (STUART FL)
FL
02/02/2009 - 08/14/2009
NEW ENGLAND SECURITIES (PALM BEACH GARDENS FL)
FL
10/09/2006 - 12/31/2008
BROKER DEALER FINANCIAL SERVICES CORP. (FT. LAUDERDALE FL)
GA
03/17/1995 - 06/14/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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