Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Phillips is a financial advisor at Consilio Wealth Advisors, LLC, a firm based in Bellevue, Washington. Angela is a Certified Financial Planner™ professional and has been in the financial services industry since 2008. Angela has held previous positions at firms such as Park Avenue Securities, Wells Fargo Advisors, MML Investors Services, and New England Securities. Angela is a Registered Representative in the state of New York and offers financial planning, portfolio management for individuals, and selection of other advisors.
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.
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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NY
01/20/2022 - Present
Consilio Wealth Advisors, LLC (COWLESVILLE NY)
NY
05/14/2021 - 01/03/2022
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/08/2020 - 02/03/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BUFFALO NY)
NY
10/02/2019 - 03/31/2020
MML INVESTORS SERVICES, LLC (WILLIAMSVILLE NY)
NY
08/01/2019 - 09/09/2019
WELLS FARGO CLEARING SERVICES, LLC (ORCHARD PARK NY)
NY
05/30/2018 - 07/03/2019
MML INVESTORS SERVICES, LLC (WILLIAMSVILLE NY)
NY
03/25/2017 - 09/01/2017
MML INVESTORS SERVICES, LLC (WILLIAMSVILLE NY)
NY
02/25/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
04/25/2013 - 05/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
NY
04/04/2008 - 04/23/2013
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
BOTH
Issued 06/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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