Unclaimed
Angela Phelan is a financial professional with over 5 years of experience in the industry. Angela is a Registered Principal and has passed the Series 27, Series 99 and the SIE exams. Angela is currently registered with J.v.b. Financial Group, LLC and has been with the firm since 2017. Angela is located in Philadelphia, Pennsylvania and is actively working in the financial industry.
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.
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.
1
2
PA
06/27/2023 - Present
J.v.b. Financial Group, LLC (PHILADELPHIA PA)
PA
11/29/2017 - 12/19/2022
J.V.B. FINANCIAL GROUP, LLC (PHILADELPHIA PA)
BC
Issued 11/17/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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