Unclaimed
Angela Mary Sprenkle is a financial advisor at Morgan Stanley, a firm with approximately $10 billion - $50 billion in assets under management. Angela has been in the financial services industry since October 22, 2006. Angela is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Angela is licensed to sell securities in 52 states and the District of Columbia. Angela has experience providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
03/11/2020 - Present
Morgan Stanley (Yardley PA)
PA
06/13/2013 - 09/10/2013
WELLS FARGO ADVISORS, LLC (DOYLESTOWN PA)
PA
06/01/2009 - 04/12/2013
MORGAN STANLEY (PHILADELPHIA PA)
PA
08/17/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
BOTH
Issued 09/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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