Unclaimed
Angela Lisa Beidleman is a financial professional with over 14 years of experience in the financial services industry. Angela is currently a registered representative with Commonwealth Financial Network, a leading independent broker-dealer. Previously, Angela worked with Securian Financial Services, Inc. in St. Paul, MN and Legacy Planning Partners in Coopersburg, PA. Angela holds a Series 7, Series 24, and Series 66 licenses and has successfully passed the Securities Industry Essentials Examination. Her specializations include retirement planning, college savings, insurance, and estate planning. Angela is committed to providing personalized financial advice and helping her clients achieve their financial goals.
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.
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
PA
10/01/2019 - Present
Commonwealth Financial Network (Allentown PA)
PA
10/13/2009 - 10/07/2019
SECURIAN FINANCIAL SERVICES, INC. (ALLENTOWN PA)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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