Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Osborne is a financial advisor with over 13 years of experience in the financial industry. Angela is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63, and 65 licenses. Angela's current firm is Fidelity Personal AND Workplace Advisors. Previously Angela has worked with Edward Jones, Lockton Financial Advisors, LLC, and Fidelity Brokerage Services. Angela offers financial planning, investment management, and educational seminars.
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.
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
KY
07/26/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MO
03/08/2017 - 08/05/2019
FIDELITY BROKERAGE SERVICES LLC (CHESTERFIELD MO)
MO
10/03/2015 - 02/21/2017
EDWARD JONES (SHREWSBURY MO)
MO
03/27/2015 - 09/23/2015
LOCKTON FINANCIAL ADVISORS, LLC (ST. LOUIS MO)
MO
07/31/2014 - 03/18/2015
EDWARD JONES (ST. LOUIS MO)
KS
07/01/2013 - 03/31/2014
STANCORP EQUITIES, INC. (OVERLAND PARK KS)
OR
03/17/2011 - 09/18/2012
STANCORP EQUITIES, INC. (PORTLAND OR)
RI
01/01/2008 - 07/13/2010
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
KY
11/20/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
CO
03/07/2000 - 05/02/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 09/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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