Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Pollard is a financial advisor with over 15 years of experience in the industry. Angela has held positions at Charles Schwab & Co., Inc., J.P. Morgan Securities LLC, and Fidelity Brokerage Services LLC. Angela is a Series 63, 65, 7, 9, and 10 licensed professional and holds registrations in all 50 states. Angela is currently employed by Fidelity Brokerage Services LLC and is located in the Jacksonville, FL branch. Angela specializes in providing financial planning and investment advice to individuals, businesses, and institutions.
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 7/2/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/9/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/15/2013
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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