Unclaimed
Angela Rehkop is a financial advisor who has been working in the industry since December 1993. Angela is currently registered with Geneos Wealth Management, Inc. and has been associated with the firm since July 2018. Prior to joining Geneos Wealth Management, Inc. Angela worked at LPL Financial LLC. Angela is licensed to provide investment advisory services in Georgia and Texas. Angela holds the following licenses and certifications: Series 6, Series 7, Series 62, Series 63, and Series 65. Angela also has the designations Certified Financial Planner and Chartered Financial Consultant.
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.
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.
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2
GA
06/28/2024 - Present
Geneos Wealth Management, Inc. (ATLANTA GA)
GA
08/09/2011 - 07/24/2018
LPL FINANCIAL LLC (ATLANTA GA)
GA
05/27/2010 - 08/09/2011
SECURITIES AMERICA, INC. (ATLANTA GA)
GA
02/09/2004 - 06/04/2010
EQUITY SERVICES, INC. (ATLANTA GA)
MA
09/11/2002 - 02/02/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/11/2002 - 02/02/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/07/1994 - 08/21/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
01/31/1989 - 06/21/1989
J. W. GANT & ASSOCIATES, INC.
IA
Issued 07/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/1989
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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