Unclaimed
Angela Gibson is a financial advisor registered with Fidelity Personal And Workplace Advisors. She has been in the industry since November 2006. Angela has a wide range of experience in the financial industry, including previous roles at Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC. Angela is licensed to provide financial advice in Kentucky and Texas.
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
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BURLINGTON KY)
KY
11/06/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BOTH
Issued 06/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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