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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Young is a financial advisor with Fidelity Personal and Workplace Advisors. She is licensed to provide investment advice in Arizona and Texas. Angela has been in the securities industry since 1997. She has held prior positions with USAA Investment Services Company, USAA Financial Advisors, Inc., and Vanguard Marketing Corporation. Angela has a strong track record of success in helping clients achieve their financial goals. She is committed to providing personalized service and developing long-term relationships with clients. Angela is a registered representative with FINRA and is also registered with the state securities regulators in Arizona, Texas, and other states. She is also a Certified Financial Planner. Angela is passionate about helping individuals and families reach their financial goals and can help you plan for retirement, college savings, and other financial needs.
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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2
AZ
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (AVONDALE AZ)
AZ
06/08/2020 - 09/09/2020
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
01/24/2020 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
01/12/2009 - 01/15/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
06/17/1997 - 07/16/2008
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 12/01/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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