Unclaimed
Angela Guajardo is a financial advisor with PNC Investments in THE WOODLANDS, TX. Angela has been in the industry since October 27, 2002. Angela has a Series 6, 7, and 63 licenses, and the SIE exam. Angela has been registered with PNC Investments since August 23, 2021. Previously Angela worked at BBVA Securities Inc. from May 16, 2013 to August 23, 2021. Before that, Angela worked at BBVA Compass Investment Solutions, Inc from April 5, 2011 to May 16, 2013. Angela has a wide range of experience in the financial services industry, and is committed to providing her clients with the highest level of service. Angela specializes in providing financial planning and investment advice to individuals and families. Angela is dedicated to helping her clients 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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/23/2021 - Present
PNC Investments (THE WOODLANDS TX)
TX
05/16/2013 - 08/23/2021
BBVA SECURITIES INC. (SPRING TX)
TX
04/05/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (THE WOODLANDS TX)
TX
06/18/2010 - 02/18/2011
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
10/14/2005 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOUSTON TX)
CA
03/26/2004 - 09/09/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
CA
07/14/2003 - 12/31/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IL
09/25/2000 - 04/09/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 04/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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