Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Renee Scott-bond is a financial advisor with over 20 years of experience in the financial services industry. Angela is currently registered with Fidelity Personal And Workplace Advisors in Greenwood Village, Colorado. Prior to joining Fidelity, Angela worked at Charles Schwab & Co., Inc. Angela holds the Series 7, 9, 10, 23, 24, 63, and 66 securities licenses and has earned the SIE designation. Angela specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and institutions.
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.
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.
1
2
CO
07/27/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
09/22/1999 - 12/10/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
TX
05/29/1998 - 03/12/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 11/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/26/2007
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 08/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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