Unclaimed
Angela Fry is a financial advisor at Allegheny Investments, Ltd., located in Pittsburgh, PA. Angela has been in the financial industry since 2021, and she is registered with FINRA and the state of Pennsylvania. Angela has passed the Series 63, Series 6TO and SIE exams. Angela specializes in providing financial planning services to individuals and businesses.
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.
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.
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2
PA
08/08/2022 - Present
Allegheny Investments, Ltd. (PITTSBURGH PA)
PA
08/10/2021 - 07/17/2022
J.P. MORGAN SECURITIES LLC (Pittsburgh PA)
BC
Issued 07/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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