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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Bagwell is a financial advisor at Fidelity Personal And Workplace Advisors. Angela has been in the industry since August 2006. Angela holds Series 66, 10, 9, SIE, and 7 licenses. Angela has been registered with the state of California since October 2006 and has been registered with Texas since July 2018. Fidelity Personal And Workplace Advisors manages approximately $1 billion - $10 billion in client assets. The firm provides financial planning, educational seminars and selection of other advisors services to individuals, businesses and corporations.
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.
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
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WOODLAND HILLS CA)
CA
02/17/2006 - 04/25/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ROSEVILLE CA)
BOTH
Issued 04/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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