Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Novak is a registered representative with First Citizens Investor Services, Inc. located in Raleigh, NC. Angela has been in the financial services industry for over 15 years. Angela holds the Series 6, 7, 63, 65 and 66 securities licenses and is registered in North Carolina. Angela specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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2
NC
01/22/2024 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
NC
08/04/2004 - 03/25/2019
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NC
03/24/2004 - 05/24/2004
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
MO
09/30/2003 - 01/02/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 09/08/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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