Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Garza is a financial advisor with Fidelity Personal and Workplace Advisors. Angela has been in the financial services industry since 2007. Angela has been with Fidelity Personal and Workplace Advisors since 2022. Before joining Fidelity Personal and Workplace Advisors, Angela was a financial advisor with Morgan Stanley. Angela offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Angela is a Registered Representative and an Investment Advisor Representative in the state of Texas.
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.
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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TX
11/07/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
TX
05/13/2020 - 07/14/2021
MORGAN STANLEY (SAN ANTONIO TX)
TX
01/25/2012 - 04/04/2019
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
03/22/2010 - 01/25/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/10/2007 - 05/27/2009
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/09/2006 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
05/06/2004 - 05/02/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 08/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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