Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Wingerd is a financial professional with over 29 years of experience in the industry. She is currently registered with MML Investors Services, LLC in Ohio and Texas and has previously held registrations in several other states. Angela has a strong background in both securities and insurance sales and holds the Series 6, 7, 63, and SIE licenses. She also holds the Certified Financial Planner and Chartered Financial Consultant designations, demonstrating her commitment to providing comprehensive financial advice to her clients. Angela is known for her personalized approach and focuses on helping her clients achieve their financial goals, whether that be planning for retirement, saving for their children's education, or managing their investments.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OH
03/16/2022 - Present
MML Investors Services, LLC (Toledo OH)
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Angela Wingerd is the right advisor for you? Invested Better is here to help.
