Unclaimed
Angela Bender is a financial advisor at Amj Financial Wealth Management LLC. Angela has over 17 years of experience in the financial services industry. Angela is registered with the state of Texas as an Investment Advisor Representative. Angela is also a Certified Financial Planner and has Series 66, Series 7, and SIE licenses. Angela has worked at several firms in the area including Triad Advisors, Inc., OSAIC Wealth, Inc., and LPL Financial LLC.
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.
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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2
VA
09/15/2018 - Present
AMJ Financial Wealth Management LLC (LEESBURG VA)
VA
02/14/2014 - 08/23/2024
TRIAD ADVISORS LLC (LEESBURG VA)
VA
05/31/2012 - 02/14/2014
PURSHE KAPLAN STERLING INVESTMENTS (LEESBURG VA)
VA
08/31/2007 - 05/31/2012
LPL FINANCIAL LLC (ASHBURN VA)
VA
09/15/2006 - 08/31/2007
KALOS CAPITAL, INC. (HERNDON VA)
BOTH
Issued 11/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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