Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Loveta Pollard is a financial advisor registered with Fidelity Personal And Workplace Advisors. Angela has been in the financial industry since 2007 and has extensive experience in providing financial advice. Angela is registered in 52 states and holds Series 7, 9, 10, 63, and 65 licenses. Angela provides financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Previously, Angela worked at J.P. MORGAN SECURITIES LLC and CHARLES SCHWAB & CO., INC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/28/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
CT
07/25/2016 - 03/08/2019
J.P. MORGAN SECURITIES LLC (GREENWICH CT)
CT
07/08/2005 - 07/01/2016
CHARLES SCHWAB & CO., INC. (STAMFORD CT)
IA
Issued 07/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Angela Pollard is the right advisor for you? Invested Better is here to help.
