Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Russino Spinner is a financial advisor with over 20 years of experience in the industry. Angela is registered with Raymond James & Associates, Inc. and has a strong background in securities and investment advisory services. Previously, Angela worked with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Angela holds the Series 63, Series 7 and SIE licenses and is registered in Texas. Angela specializes in providing financial planning and investment management services to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies and banking or thrift 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
10/31/2013 - Present
Raymond James & Associates, Inc. (GEORGETOWN TX)
TX
01/01/2008 - 11/04/2013
WELLS FARGO ADVISORS, LLC (GEORGETOWN TX)
TX
07/14/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GEORGETOWN TX)
TX
02/21/2001 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 01/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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