Unclaimed
Angela Brown is a financial advisor with Cetera Investment Advisers LLC. Angela has over 12 years of experience in the financial services industry. She specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions. Angela has a strong commitment to her clients and strives to help them achieve their financial goals. She is a registered representative of Cetera Investment Advisers LLC and holds the Series 7, Series 24, and Series 66 licenses. Angela is also a Registered Investment Advisor (RIA) in the state of Arizona.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (CHANDLER AZ)
AZ
04/16/2018 - 11/01/2018
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
11/29/2017 - 04/23/2018
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
01/14/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (PHOENIX AZ)
AZ
11/17/2010 - 11/21/2012
EDWARD JONES (TEMPE AZ)
BOTH
Issued 2/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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