Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Cave is a registered investment advisor representative with over 15 years of experience in the financial services industry. Angela is currently employed with Robert W. Baird & Co. Inc., a firm with over $287 billion in assets under management. Angela is licensed to provide investment advice in 30 states and holds the Series 63, Series 65, Series 7 and SIE licenses. Prior to her current position, Angela was employed with Citigroup Global Markets Inc. Angela is dedicated to providing her clients with personalized financial advice and strategies tailored to their specific needs.
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.
See schedule d
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.
Hard dollar payments for research
1
2
MD
05/14/2018 - Present
Robert W. Baird & Co. Inc. (Baltimore MD)
MD
07/09/2007 - 04/27/2009
CITIGROUP GLOBAL MARKETS INC. (TOWSON MD)
IA
Issued 05/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Angela Cave is the right advisor for you? Invested Better is here to help.
