Unclaimed
Angela Louise Barbash is a registered investment advisor representative with Revalue LLC in Ypsilanti, Michigan. She is a licensed investment advisor in eight states. Angela holds the Series 7, 63 and 66 licenses. She has been in the financial industry since 2004. Angela has prior experience with CULLUM & BURKS SECURITIES, INC., EDWARD JONES and REGIS SECURITIES CORPORATION. Angela works with a diverse client base including individuals, charitable organizations, and high-net-worth individuals. Angela provides financial planning, portfolio management, and investor guidance.
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.
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.
Investor guidance
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.
A percentage of the total value of assets under management is charged.
Discovery fee, investor guidance, financial consulting fees
1
2
MI
07/18/2022 - Present
Revalue LLC (YPSILANTI MI)
MI
11/23/2009 - 02/02/2012
ROYAL SECURITIES COMPANY (YPSILANTI MI)
MI
04/28/2009 - 11/19/2009
CULLUM & BURKS SECURITIES, INC. (YPSILANTI MI)
MI
11/18/2004 - 04/17/2009
EDWARD JONES (LIVONIA MI)
OH
02/16/2004 - 12/31/2004
REGIS SECURITIES CORPORATION (WESTERVILLE OH)
BOTH
Issued 08/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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