Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Augustine is a financial advisor with over 30 years of experience in the industry. Angela is currently registered with Osaic Wealth, Inc. in Florida, Pennsylvania, and Texas. Angela has a wide range of experience in the financial services industry and has held previous positions with Securities America, Inc., Capital Analysts, Incorporated, The Investment Center, Inc. and CPA Advisors Network, Inc.. Angela has held Series 6, 7, 24, 63, and 65 securities licenses. Angela Augustine offers a variety of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
1
2
PA
06/19/2024 - Present
Osaic Wealth, Inc. (BENSALEM PA)
PA
05/11/2009 - 06/14/2024
SECURITIES AMERICA, INC. (BENSALEM PA)
PA
03/15/2000 - 05/12/2009
CAPITAL ANALYSTS, INCORPORATED (BENSALEM PA)
NJ
01/04/1999 - 03/15/2000
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
RI
11/13/1997 - 01/04/1999
CPA ADVISORS NETWORK, INC. (PROVIDENCE RI)
NE
04/18/1994 - 11/04/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 01/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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