Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Sundstrom is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Angela is licensed to provide financial advice in Alaska and Texas. Angela has been in the financial services industry since 2007. Angela holds the Series 7 and Series 66 licenses as well as the SIE. Prior to joining Merrill Lynch, Angela worked with UBS Financial Services Inc., PURSHE KAPLAN STERLING INVESTMENTS, and Cyndeo Wealth Parner.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AK
09/12/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANCHORAGE AK)
FL
07/05/2021 - 01/03/2022
PURSHE KAPLAN STERLING INVESTMENTS (St. Petersburg FL)
FL
11/07/2013 - 07/06/2020
UBS FINANCIAL SERVICES INC. (ST. PETERSBURG FL)
FL
02/26/2007 - 11/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
NY
08/09/1996 - 01/29/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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