Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Marie Bourgeois is a financial advisor with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Angela is a registered representative and investment advisor representative in Michigan. Angela has held previous positions with Parkland Securities, LLC and Sigma Financial Corporation,
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
10/02/2017 - Present
Raymond James & Associates, Inc. (ANN ARBOR MI)
MI
07/08/2013 - 09/27/2017
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
MI
07/05/2013 - 09/27/2017
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MI
02/27/2006 - 06/17/2011
RAYMOND JAMES & ASSOCIATES, INC. (ANN ARBOR MI)
MI
01/09/2002 - 02/28/2006
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
MI
04/09/1998 - 02/28/2006
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BOTH
Issued 07/05/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/14/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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