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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Fung is a financial advisor with over 10 years of experience in the financial services industry. Angela currently works for Morgan Stanley in PURCHASE, NY, and has a Series 7, Series 24, and SIE license. She is a seasoned professional with a track record of providing personalized financial advice to a diverse range of clients, including individuals, high-net-worth individuals, and families. Angela is passionate about helping clients achieve their financial goals, whether that means planning for retirement, saving for college, or building a secure financial future. Prior to joining Morgan Stanley, Angela worked for CHARLES SCHWAB & CO., INC., in SAN FRANCISCO, CA, and BANC OF AMERICA SECURITIES LLC in NEW YORK, NY.
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
NY
07/14/2017 - Present
Morgan Stanley (PURCHASE NY)
CA
01/18/2013 - 07/05/2016
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
NY
01/09/2003 - 01/15/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 04/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2013
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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