Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Nicole Davis is a financial advisor registered with Fidelity Personal and Workplace Advisors. She has been in the industry since 2001. Angela is based in Boston, MA, and holds Series 7, 9, 10, 63, and 66 licenses, as well as the SIE exam certification. She has experience working with individuals and corporations and has expertise in financial planning, investment management, and education seminars. Angela specializes in providing financial advice and solutions to individuals, families, and corporations to help them 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.
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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MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
08/03/2001 - 02/09/2016
FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)
BOTH
Issued 07/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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