Unclaimed
Angela Marie Secolo is a financial advisor at Voya Financial Advisors, Inc. in Portland, OR. Angela has been a registered representative for over 23 years and has experience in a number of financial services roles. Her previous employers include ING Financial Advisors, LLC, AIG Retirement Advisors, Inc., CUSO Financial Services, L.P., Financial Network Investment Corporation, PRUCO Securities Corporation and Waddell & Reed, Inc. Angela has Series 6, 7 and 66 licenses and is also a Certified Financial Planner.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
07/17/2017 - Present
Voya Financial Advisors, Inc. (PORTLAND OR)
OR
01/09/2009 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (PORTLAND OR)
OR
06/10/2004 - 01/08/2009
AIG RETIREMENT ADVISORS, INC. (PORTLAND OR)
CT
01/19/2000 - 08/06/2003
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
02/14/2000 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CA
12/06/1999 - 12/31/1999
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
01/25/1999 - 12/08/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
06/06/1998 - 01/29/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
KS
02/23/1998 - 04/13/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 02/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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