Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Johnson-moore is a financial advisor with First Citizens Investor Services, Inc., in Wilmington, NC. Angela has been in the financial industry since 1994. Angela has been registered with FINRA since 1994 and has a Series 7, Series 63, and Series 65 license. Angela is also registered in North Carolina as an investment advisor representative. Prior to joining First Citizens Investor Services, Inc., Angela was employed by Wells Fargo Clearing Services, LLC and PNC Investments. Angela specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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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NC
09/25/2017 - Present
First Citizens Investor Services, Inc. (Wilmington NC)
NC
09/18/2012 - 09/20/2017
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
NC
07/02/2012 - 08/03/2012
PNC INVESTMENTS (WILMINGTON NC)
NC
08/14/2009 - 07/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)
NC
06/15/2002 - 08/18/2009
WELLS FARGO ADVISORS, LLC (WILMINGTON NC)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
05/11/1994 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 09/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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