Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Martin is a financial advisor with over 20 years of experience in the industry. Angela currently works at Osaic Wealth, Inc. and is registered with the state of California and Idaho. Previously, she has worked at Sagepoint Financial, Inc., LPL Financial LLC and Allstate Financial Services, LLC. Angela holds a variety of licenses and certifications, including Series 6, 7, 31, 63 and 65. In addition to her work as a financial advisor, Angela is also a licensed insurance agent. Angela is passionate about helping her clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
09/01/2023 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
08/29/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
02/11/2013 - 08/29/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
03/23/2000 - 10/07/2009
ALLSTATE FINANCIAL SERVICES, LLC (SAN DIEGO CA)
NY
09/21/1998 - 03/01/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/1998
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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