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 Dahlman is a financial professional with over 20 years of experience in the financial services industry. Angela is currently a registered representative and investment advisor representative with Vanguard Advisers, Inc., where she has worked since 2023. Angela has a strong background in providing financial planning and investment management services to individuals and families, as well as charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
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.
1
2
PA
11/09/2023 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
04/13/2012 - 02/15/2013
PHILADELPHIA FINANCIAL DISTRIBUTION COMPANY (PHILADELPHIA PA)
IL
03/13/2002 - 08/07/2003
HARRIS ASSOCIATES SECURITIES L.P. (CHICAGO IL)
BOTH
Issued 10/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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