Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Fettik is a financial advisor with Wells Fargo Clearing Services, LLC, Angela has been in the financial industry since March 2004, working for Morgan Stanley, Raymond James & Associates, Inc. and Citigroup Global Markets Inc., Angela is registered with the state of Florida and Louisiana to provide investment advisory services. Angela is a Series 63, Series 65, Series 7, and SIE licensed professional. Angela's specializations include providing investment advisory services, financial planning, portfolio management for individuals and businesses, and selection of other advisors. Angela has over 20 years of experience in the financial industry.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
08/28/2020 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
FL
02/02/2018 - 06/10/2020
MORGAN STANLEY (PONTE VEDRA BEACH FL)
FL
09/26/2005 - 10/17/2017
RAYMOND JAMES & ASSOCIATES, INC. (PONTE VEDRA BEACH FL)
NY
12/15/2003 - 09/28/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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