Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Loudermilk is a financial advisor with Wells Fargo Clearing Services, LLC, based in Athens, GA. Angela has been in the financial industry since 2001 and has experience working with a variety of clients, including individuals, businesses, and institutions. Angela is registered to offer investment advice in Georgia and Texas.
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
GA
06/07/2019 - Present
Wells Fargo Clearing Services, LLC (ATHENS GA)
GA
06/01/2009 - 06/10/2019
MORGAN STANLEY (ATHENS GA)
GA
12/08/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATHENS GA)
CA
08/15/2002 - 12/11/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
AL
04/06/2002 - 09/04/2002
SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
09/20/2001 - 04/06/2002
STERNE AGEE CAPITAL MARKETS, INC. (BIRMINGHAM AL)
NY
03/09/2001 - 08/28/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/2001
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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