Unclaimed
Angela Shaw is a financial advisor with Fidelity Personal And Workplace Advisors, with over 15 years of experience in the financial services industry. Angela has a strong track record of providing personalized financial advice to individuals and families. Her areas of expertise include financial planning, investment management, and retirement planning. Angela is committed to providing her clients with the highest level of service and guidance to help them achieve their financial goals. Previously, Angela has worked with PNC Investments, J.P. Morgan Securities LLC, VOYA Financial Advisors, INC., and WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC.
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
NJ
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (PARAMUS NJ)
NJ
09/11/2019 - 04/12/2022
PNC INVESTMENTS (MAHWAH NJ)
NJ
05/09/2018 - 09/10/2019
J.P. MORGAN SECURITIES LLC (NORWOOD NJ)
NJ
08/12/2016 - 05/04/2018
PNC INVESTMENTS (EMERSON NJ)
SC
06/19/2014 - 06/22/2016
VOYA FINANCIAL ADVISORS, INC. (Greenville SC)
SC
09/21/2010 - 06/23/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENVILLE SC)
SC
04/10/2007 - 09/22/2010
UVEST FINANCIAL SERVICES GROUP, INC. (GREENVILLE SC)
BOTH
Issued 09/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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