Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Rae Stauffer is a financial advisor at Raymond James & Associates, Inc., working out of the LOVES PARK, IL office. Angela Rae has over 20 years of experience in the financial industry, having worked for a number of firms including RBC Dain Rauscher Inc., Captrust Financial Advisors, LLC, and Dain Rauscher Incorporated. Angela Rae is registered in 50 states, and holds the Series 7, Series 9, Series 10, and Series 63 licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IL
06/01/2005 - Present
Raymond James & Associates, Inc. (LOVES PARK IL)
NY
02/07/2001 - 05/26/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NC
11/05/1999 - 02/02/2001
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NY
03/02/1998 - 11/09/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
05/22/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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