Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Harrell Futrell is a financial advisor who has been in the industry since 2004. She is currently registered with Osaic Institutions, Inc., a firm headquartered in Meriden, Connecticut. Angela is also registered with the state of North Carolina. Prior to joining Osaic Institutions, Inc., Angela worked for UVEST FINANCIAL SERVICES GROUP, INC., RBC DAIN RAUSCHER INC., and RBC CENTURA SECURITIES, INC. Her experience includes providing financial planning and portfolio management 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.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
NC
09/06/2011 - Present
Osaic Institutions, Inc. (Edenton NC)
NC
02/25/2009 - 09/15/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MURFREESBORO NC)
NC
10/23/2006 - 07/24/2007
RBC DAIN RAUSCHER INC. (ELIZABETH CITY NC)
NC
10/14/2002 - 10/23/2006
RBC CENTURA SECURITIES, INC. (HERTFORD NC)
IA
Issued 08/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Angela Futrell is the right advisor for you? Invested Better is here to help.
