Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Irvine is a financial professional with over six years of experience in the financial services industry. Angela is currently registered with United Planners' Financial Services of America A Limited Partner, a firm that provides financial planning, investment management, and retirement planning services to individuals and businesses. Prior to her current role, Angela worked as a financial advisor for several other firms, including Level Four Financial, LLC, and Avantax Investment Services, Inc. Angela is a licensed securities agent and holds the Series 7 and Series 63 licenses, as well as the SIE designation. Angela focuses on providing comprehensive financial planning services to her clients, including retirement planning, investment management, and insurance planning. Angela is committed to helping her clients achieve their financial goals and is dedicated to providing them with personalized service and guidance.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Personalized portfolio management to meet individual financial objectives.
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
AZ
03/15/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
TX
06/12/2023 - 03/11/2024
LEVEL FOUR FINANCIAL, LLC (DALLAS TX)
AZ
10/28/2022 - 06/14/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
TX
10/05/2021 - 10/18/2022
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
03/29/2017 - 04/09/2021
MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)
TX
03/24/2017 - 04/09/2021
HILLTOP SECURITIES INC. (DALLAS TX)
BC
Issued 01/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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