Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Leigh Popek is a financial professional with over 15 years of experience in the industry. She is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC. Angela holds the Series 7, Series 63, and Series 24 licenses and has experience with various investment products. Her focus is on providing financial advice and investment management services to clients in California, Georgia, Illinois, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and Texas.
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.
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.
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2
CA
06/05/2020 - Present
National Financial Services LLC (SAN FRANCISCO CA)
CA
07/19/2007 - 02/16/2012
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
TX
09/23/1998 - 07/20/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 06/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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