Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Sheldon is a financial advisor with Tortuga Wealth Management, a firm located in Torrance, CA. Angela has been in the financial industry since 2001 and has a wide range of experience, including working with both individuals and businesses. Angela is a CERTIFIED FINANCIAL PLANNER™ professional and has a strong track record of providing sound financial advice to her clients. She has been recognized for her expertise in a number of areas, including financial planning, portfolio management, and investment strategies. Angela Sheldon is committed to providing her clients with the highest level of service and is dedicated to helping 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.
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
CA
05/21/2010 - Present
Tortuga Wealth Management (TORRANCE CA)
CA
06/01/2009 - 06/16/2010
MORGAN STANLEY SMITH BARNEY (TORRANCE CA)
CA
08/19/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TORRANCE CA)
NY
12/04/2001 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Angela Sheldon is the right advisor for you? Invested Better is here to help.
