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 Johnson is a financial advisor with Stifel, Nicolaus & Company, Inc., licensed to provide financial advice in Wisconsin and Texas. Angela has been in the industry since 2008. She is a Series 7 and Series 63 holder, as well as a Series 65 qualified Investment Advisor Representative. In addition to providing financial advice, Angela also provides financial planning, educational seminars, and portfolio management for both businesses and individuals. Prior to joining Stifel, Nicolaus & Company, Inc., Angela was employed by B.C. Ziegler and Company and Wells Fargo Funds Distributor, LLC.
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.
1
2
WI
09/05/2017 - Present
Stifel, Nicolaus & Company, Inc. (BROOKFIELD WI)
WI
06/26/2009 - 09/20/2017
B. C. ZIEGLER AND COMPANY (WAUKESHA WI)
WI
01/04/2008 - 06/29/2009
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
IA
Issued 01/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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