Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Kenny Lay is a financial professional with over 18 years of experience in the industry. Angela is currently registered with Ameriprise Financial Services, LLC and is licensed to provide financial advice in California. Angela has previously held positions at Quasar Distributors, LLC in Portland, ME and Signator Investors, Inc. in Boston, MA. Angela holds the Series 6, Series 63 and SIE licenses. Angela specializes in a wide range of financial products and services including Asset Allocation, Financial Planning, Pension Consulting, Educational Seminars and Portfolio Management for Individuals and Businesses. Ameriprise Financial Services, LLC is a large financial services firm that provides a variety of financial products and services to individuals, families, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
CA
03/27/2013 - Present
Ameriprise Financial Services, LLC (WALNUT CREEK CA)
ME
01/21/2005 - 07/05/2011
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
06/11/2003 - 08/13/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 05/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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