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 Carosello is a financial advisor with Edward Jones. Angela has been in the financial industry since March 11, 2003 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Angela holds the Series 63, Series 66, Series 7 and SIE licenses. She is also a Chartered Financial Consultant (ChFC). In addition to working with Edward Jones, Angela previously worked with First Heartland Capital, Inc. and previously had a role with Edward Jones. Angela is registered to provide investment advisory services in 54 states and the District of Columbia.
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.
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.
See schedule d - miscellaneous
1
2
MO
08/25/2017 - Present
Edward Jones (ST. LOUIS MO)
MO
04/16/2012 - 10/31/2016
FIRST HEARTLAND CAPITAL, INC. (ST LOUIS MO)
MO
01/23/2003 - 04/18/2012
EDWARD JONES (FLORISSANT MO)
BOTH
Issued 05/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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