Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Conley is a financial advisor with Raymond James & Associates, Inc., a firm with over $433 billion in regulatory assets under management. Angela has been in the financial services industry since 1995. Angela specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, insurance companies, charitable organizations, and pension plans. She is registered with the state of Texas to provide both investment advisory and brokerage services.
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.
Please see note in schedule d - miscellaneous
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
TX
02/13/2013 - Present
Raymond James & Associates, Inc. (Fort Worth TX)
TX
05/26/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (FT. WORTH TX)
TX
01/17/2001 - 06/04/2009
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
NY
03/02/1998 - 02/13/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
08/21/1996 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NJ
07/19/1995 - 08/15/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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