Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela leach? Claim Your ProfileAngela Leach Pizzichini is a financial advisor registered with Morgan Stanley. Angela has been in the financial services industry since 1990. Angela holds a Series 63, 65, 7, 8, 9 and 10 license and has worked for several firms including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Norwest Investment Services, Inc., and UBC Investment Corporation. Angela provides financial planning, asset allocation advice, portfolio management for individuals, businesses, and investment companies, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CO
02/20/2020 - Present
Morgan Stanley (Denver CO)
CO
01/17/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
NY
03/05/1996 - 01/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
05/01/1991 - 03/06/1996
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NA
03/04/1991 - 05/02/1991
UBC INVESTMENT CORPORATION
NA
10/25/1989 - 01/09/1990
UBC INVESTMENT CORPORATION
IA
Issued 11/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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