Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Sodrel is a financial advisor at LPL Financial LLC in Bargersville, Indiana. Angela has over 25 years of experience in the financial services industry. Angela is registered with the state of Indiana as an Investment Advisor Representative and as a Registered Representative. Angela holds the Series 6, 63 and 65 securities licenses. Angela has also worked at several other firms including INVEST FINANCIAL CORPORATION, AIG FINANCIAL ADVISORS, INC., CHASE INVESTMENT SERVICES CORP., and BANC ONE SECURITIES CORPORATION.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
09/22/2020 - Present
LPL Financial LLC (BARGERSVILLE IN)
IN
11/12/2008 - 12/18/2015
INVEST FINANCIAL CORPORATION (GREENWOOD IN)
IN
02/08/2007 - 11/13/2008
AIG FINANCIAL ADVISORS, INC. (GREENWOOD IN)
IN
07/06/2005 - 01/23/2007
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IL
02/17/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/02/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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