Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Kristin Dreelin is a financial advisor with Prospera Financial Services, Inc., a firm with offices in Dallas, Texas. Angela has been in the financial services industry since 1999. She has worked with a range of clients, including individuals, families, businesses, and trusts, providing financial planning, investment management, and retirement planning services. Angela's expertise includes working with clients to develop personalized financial plans and to manage their investments.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
06/20/2024 - Present
Prospera Financial Services, Inc. (DALLAS TX)
VA
01/02/2013 - 09/23/2015
BB&T SECURITIES, LLC (RICHMOND VA)
VA
12/04/2003 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
MO
03/06/2003 - 12/12/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
10/01/1999 - 03/05/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
08/04/1993 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 08/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2021
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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