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 Sergent is a financial advisor registered with LPL Financial LLC. Angela has been in the financial services industry since 2002 and is licensed to provide investment advice in Wisconsin and Texas. Angela has experience working with clients in a variety of financial planning needs, including retirement planning, college savings, and estate planning. Angela's previous experience with CUNA Brokerage Services, Inc., Associated Investment Services, Inc. and U.S. Bancorp Investments, Inc. provides a diverse and well-rounded perspective to her advisory practice.
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.
Consulting and other non-discretionary advisory services
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
09/30/2014 - Present
LPL Financial LLC (MADISON WI)
WI
11/22/2010 - 09/24/2014
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
WI
02/08/2007 - 10/27/2010
ASSOCIATED INVESTMENT SERVICES, INC. (MADISON WI)
WI
11/21/2002 - 05/19/2006
U.S. BANCORP INVESTMENTS, INC. (MADISON WI)
BOTH
Issued 12/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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