Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Rena Curtis is a financial advisor at LPL Financial LLC in CENTERVILLE, OH. Angela has been in the industry since 1992 and has experience with a variety of financial products and services. Angela is registered with FINRA and has passed several industry exams, including the Series 7, Series 24, and SIE exams.
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
OH
03/16/2012 - Present
LPL Financial LLC (CENTERVILLE OH)
OH
01/01/2008 - 03/19/2012
WELLS FARGO ADVISORS, LLC (DAYTON OH)
OH
05/04/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DAYTON OH)
OH
03/27/1999 - 05/17/2007
FIFTH THIRD SECURITIES, INC. (KETTERING OH)
OH
05/16/1995 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
05/05/1992 - 05/04/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 05/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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