Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Randall is a financial professional with over 30 years of experience in the industry. Angela has been registered with Charles Schwab & Co., Inc. since March 1993. Prior to that, Angela worked for Fidelity Brokerage Services, Inc. in Smithfield, Rhode Island. Angela is licensed to provide financial advice in Arizona. Angela holds several industry licenses and certifications, including Series 6, 7, 8, 9, 10, 63, and 99TO. Angela is an active member of the financial community and is dedicated to providing her clients with the highest level of service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
03/21/1993 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
RI
10/03/1991 - 03/01/1993
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 10/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1991
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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