Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Mello De mello keesee is a financial advisor with over 20 years of experience in the industry. Angela has a diverse background, having worked for several prominent firms including Goldman, Sachs & Co., Lehman Brothers Inc., UBS Financial Services Inc. and Credit Suisse Securities (USA) LLC. Currently, Angela is an active Registered Representative at Morgan Stanley. Angela holds a Series 3, 7, 17, 63, and 66 licenses and is registered in several states including Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Rhode Island, South Dakota, Tennessee, Virginia, Washington and Wyoming. Angela is a valuable asset to her clients, providing them with comprehensive financial advice and services, including asset allocation, portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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
NY
06/16/2021 - Present
Morgan Stanley (New York NY)
NY
07/25/2011 - 03/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
01/01/2010 - 08/02/2011
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
08/08/2008 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
03/12/1997 - 12/19/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
10/25/1994 - 11/02/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/25/1994 - 11/02/1995
LEHMAN GOVERNMENT SECURITIES INC.
NY
03/04/1992 - 06/15/1993
C. J. LAWRENCE INC. (NEW YORK NY)
BOTH
Issued 11/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1992
Series 17 - Limited Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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