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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Michele Adee is a financial advisor with over 25 years of experience in the industry. Currently, Angela is registered with Morgan Stanley in Oregon, Texas and Washington. Angela has previously worked for Citigroup Global Markets Inc. and Smith Barney Inc. in Washington and New York respectively. Angela holds FINRA Series 63, 65, 7, 9, and 10 licenses, as well as the SIE. Angela is also registered as an investment advisor in Oregon, Texas and Washington. In addition to her professional experience, Angela is known for providing comprehensive financial planning, pension consulting, and asset allocation advice to a diverse range of clients, including individuals, families, businesses, trusts, charitable organizations, and pension and profit-sharing plans.
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
OR
06/01/2009 - Present
Morgan Stanley (Medford OR)
WA
08/14/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
NY
09/15/1995 - 06/09/1997
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 01/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1995
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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