Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Kilgo Moss is a financial advisor with over 12 years of experience in the industry. Angela is currently registered with LPL Financial LLC and has been with the firm since December 2010. Previously, she worked at WELLS FARGO ADVISORS, LLC for over two years. Angela holds Series 63, 65, and 7 licenses and the SIE. Angela is also a registered investment advisor in Arizona, Florida, New Jersey, North Carolina, and Virginia. Angela is committed to providing her clients with personalized financial advice and services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
12/14/2010 - Present
LPL Financial LLC (ROCKY MOUNT NC)
NC
05/05/2008 - 12/16/2010
WELLS FARGO ADVISORS, LLC (ROCKY MOUNT NC)
IA
Issued 07/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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