Unclaimed
Angela Anast is an investment advisor with over 20 years of experience in the financial services industry. Angela is currently registered with Northern Trust Securities, Inc. Angela has previously worked at Prudential Investment Management Services LLC and Prudential Securities Incorporated. Angela is licensed to provide investment advice in all 50 states. Angela specializes in portfolio management for individuals, businesses and pooled investment vehicles.
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.
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.
1
2
IL
02/22/2005 - Present
Northern Trust Securities, Inc. (CHICAGO IL)
NJ
01/01/1999 - 08/24/2004
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
06/30/1998 - 01/27/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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