Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Casper is an investment advisor representative with over 18 years of experience in the financial services industry. Angela is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Before that Angela Casper worked at Wells Fargo Advisors LLC from May 2009. Angela has a strong background in providing financial advice to individuals and families, businesses, and institutions. Angela has passed the Series 7, Series 9, and Series 66 exams, which allows Angela to provide a wide range of financial products and services. Angela Casper specializes in retirement planning, investment management, and insurance. Angela is dedicated to helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
WI
04/20/2017 - Present
Wells Fargo Clearing Services, LLC (MILWAUKEE WI)
WI
12/10/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MILWAUKEE WI)
BOTH
Issued 04/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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