Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Parra-Mcneely is a financial professional with over 20 years of experience in the financial services industry. Angela has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Angela is currently registered with Cetera Investment Advisers LLC and has previously worked with Securities America, Inc., Berthel, Fisher & Company Financial Services, Inc., LPL Financial Corporation, Woodbury Financial Services, Inc., The O.N. Equity Sales Company, and Edward Jones. Angela holds the Series 63, 66, and 7 licenses. Angela is also a licensed insurance agent.
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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TX
03/21/2024 - Present
Cetera Investment Advisers LLC (EL PASO TX)
TX
08/02/2018 - 02/19/2019
CETERA ADVISOR NETWORKS LLC (EL PASO TX)
NM
07/07/2014 - 08/06/2018
SECURITIES AMERICA, INC. (ALAMOGORDO NM)
NM
05/17/2010 - 06/05/2014
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ALAMOGORDO NM)
NM
05/20/2008 - 05/26/2010
LPL FINANCIAL CORPORATION (ALAMOGORDO NM)
KS
08/23/2005 - 05/20/2008
WOODBURY FINANCIAL SERVICES, INC. (TOPEKA KS)
OH
06/17/2004 - 08/22/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MO
08/27/2002 - 03/12/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 5/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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