Unclaimed
Angela Lu is a financial professional with Wells Fargo Securities, LLC. Angela has been in the industry since August 4, 2022. Angela holds the Series 63, Series 79TO, and SIE licenses. Angela is registered in New York.
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.
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.
1
2
NY
08/05/2022 - Present
Wells Fargo Securities, LLC (New York NY)
BC
Issued 07/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Angela Lu is the right advisor for you? Invested Better is here to help.