Unclaimed
Angela Gavin is a registered representative with Janney Montgomery Scott LLC. Angela has been in the industry since March 1997 and is licensed in several states, including New Jersey, Pennsylvania, and Texas. Prior to joining Janney Montgomery Scott, Angela was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED for over 23 years. Angela has experience in providing financial planning services, pension consulting, and portfolio management for both individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
06/19/2020 - Present
Janney Montgomery Scott LLC (Mt. Laurel NJ)
NJ
03/24/1997 - 06/22/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
IA
Issued 07/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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