Unclaimed
Angela Sue Beaulieu is a financial professional with over 18 years of experience in the financial services industry. Angela is currently registered with Bankers Life Securities, Inc. in South Burlington, Vermont and has previously worked at ProEquities, Inc. in Concord, New Hampshire and UVEST Financial Services Group, Inc. in Concord, New Hampshire and AFS Brokerage, Inc. in Austin, Texas. Angela is a Series 6 and Series 63 licensed professional.
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.
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.
1
2
VT
05/26/2016 - Present
Bankers Life Securities, Inc. (South Burlington VT)
NH
06/09/2010 - 05/26/2016
PROEQUITIES, INC. (CONCORD NH)
NH
01/11/2005 - 05/28/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CONCORD NH)
TX
09/15/2004 - 01/03/2005
AFS BROKERAGE, INC. (AUSTIN TX)
BC
Issued 09/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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