Unclaimed
Angela Daggett is a financial advisor with Kestra Investment Services, LLC in Port Jefferson, NY. Angela has been in the securities industry since July 2021 and holds Series 7TO, Series 63 and SIE licenses. Angela has previously worked for ROYAL ALLIANCE ASSOCIATES, INC. in Hauppauge, NY.
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
07/26/2023 - Present
Kestra Investment Services, LLC (Port Jefferson NY)
NY
02/24/2020 - 03/18/2022
ROYAL ALLIANCE ASSOCIATES, INC. (HAUPPAUGE NY)
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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