Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Tostenson is a financial advisor with over 20 years of experience in the industry. Currently, Angela is registered with UBS Financial Services Inc. and has been with the firm since November 2018. Prior to UBS, Angela worked at Wells Fargo Clearing Services, LLC and Edward Jones. Angela offers a wide range of financial services, including financial planning, portfolio management, and retirement planning.
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.
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.
See schedule d - miscellaneous
1
2
TN
12/13/2018 - Present
UBS Financial Services Inc. (Franklin TN)
TN
08/18/2011 - 11/05/2018
WELLS FARGO CLEARING SERVICES, LLC (NASHVILLE TN)
NJ
06/24/2003 - 06/22/2011
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
06/05/2002 - 05/14/2003
EDWARD JONES (ST. LOUIS MO)
MA
08/12/1999 - 05/08/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/12/1999 - 05/08/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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