Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Ostendarp is a financial advisor at LPL Financial LLC. Angela has over 28 years of experience in the financial services industry. She is registered with the state of North Carolina and holds Series 7, 9, 10, 31, 63, and 65 licenses. Angela is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Angela was employed by Wells Fargo Clearing Services, LLC and Wachovia Securities, Inc. Angela's clients include high net worth individuals, corporations, charitable organizations, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
03/06/2023 - Present
LPL Financial LLC (CHARLOTTE NC)
NC
06/15/2002 - 03/07/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
09/21/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
WI
08/10/2001 - 09/12/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/10/2001 - 09/12/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NC
02/14/2000 - 07/31/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
04/13/1994 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 08/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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