Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Kristine Howse is a financial advisor with United Planners' Financial Services Of America A Limited Partner. Angela has been working in the financial industry since 2005. Angela is registered with FINRA as a registered representative and holds Series 7 and SIE licenses. Angela has a background in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Previously, Angela worked for Securities America, Inc., Investcorp, Inc., and Invest Financial Corporation. Angela has a focus on serving high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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
FL
04/26/2021 - Present
United Planners' Financial Services OF America A Limited Partner (CLEARWATER FL)
FL
07/17/2020 - 04/26/2021
SECURITIES AMERICA, INC. (CLEARWATER FL)
FL
08/13/2013 - 07/17/2020
INVESTACORP, INC. (CLEARWATER FL)
FL
08/09/2010 - 01/31/2013
INVEST FINANCIAL CORPORATION (TAMPA FL)
WI
11/03/2010 - 06/08/2011
SII INVESTMENTS, INC. (APPLETON WI)
FL
02/13/2007 - 06/04/2010
MORGAN KEEGAN & COMPANY, INC. (CLEARWATER FL)
FL
02/02/2005 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (CLEARWATER FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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