Unclaimed
Angela Newman Blanks is a registered representative with LPL Financial LLC. Angela has been in the financial services industry since 2001 and has a strong background in investments and financial planning. She is committed to providing her clients with personalized financial guidance and helping them reach their financial goals. Prior to joining LPL Financial LLC, Angela held positions at MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., LINSCO/PRIVATE LEDGER CORP., FSC SECURITIES CORPORATION, and INVESTMENT MANAGEMENT & RESEARCH, INC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MS
01/08/2014 - Present
LPL Financial LLC (JACKSON MS)
MS
06/01/2009 - 01/27/2012
MORGAN STANLEY SMITH BARNEY (JACKSON MS)
MS
05/26/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JACKSON MS)
SC
11/15/2001 - 07/15/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
11/28/1998 - 09/20/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
03/18/1997 - 09/22/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BOTH
Issued 07/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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