Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Collette is a financial advisor with Brookfield Oaktree Wealth Solutions LLC, a firm specializing in wealth solutions. Angela has been in the financial industry since 2015, working with clients in a variety of capacities. She is licensed to provide investment advice in all 50 states and holds the Series 7 and 66 licenses, as well as the Securities Industry Essentials Examination. Angela is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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NY
12/22/2021 - Present
Brookfield Oaktree Wealth Solutions LLC (New York NY)
NY
08/03/2020 - 12/22/2021
BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)
NY
05/22/2015 - 07/22/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/03/2015 - 05/29/2015
J.H. DARBIE & CO., INC. (NEW YORK NY)
BOTH
Issued 12/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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