Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Helmus-o'brien is a financial advisor with Steward Partners Investment Advisory, LLC. Angela has been in the financial services industry since 1990. Prior to joining Steward Partners, Angela was a financial advisor with Raymond James Financial Services, Inc. and Morgan Stanley. Angela is a Certified Financial Planner and holds the Series 7 and SIE licenses. She specializes in providing financial planning, investment management, and portfolio management services to individuals, families, and businesses. Angela has a strong commitment to providing personalized financial advice and working closely with her clients to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
FL
02/22/2017 - Present
Steward Partners Investment Advisory, LLC (CLEARWATER FL)
FL
02/16/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
06/01/2009 - 02/21/2017
MORGAN STANLEY (CLEARWATER FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CLEARWATER FL)
FL
02/27/2004 - 04/02/2007
MORGAN STANLEY DW INC. (CLEARWATER FL)
MN
08/27/1990 - 03/03/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/27/1990 - 03/03/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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