Unclaimed
Angela Marie Dunivent is a financial advisor with over 15 years of experience in the industry. Angela has a strong background in securities and investment advisory services. She holds multiple licenses and registrations, including Series 6, 7, 24, and 66, demonstrating a wide range of expertise. Angela is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Previously, Angela worked at Woodbury Financial Services, Inc. in Oakdale, Minnesota and Hartford Investment Financial Services, LLC in Wayne, Pennsylvania.
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
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
04/29/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
PA
10/16/2007 - 03/10/2010
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
BOTH
Issued 10/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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