Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Granata is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL. Angela Granata has been in the financial industry since July 1996. Angela Granata is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Series 6, 7, 63 and 65 licenses. Angela Granata provides investment advisory services to individuals, businesses and charitable organizations. Angela Granata has a history of working with several firms including KEYBANK NA, MCDONALD INVESTMENTS INC. and WESTMINSTER FINANCIAL SECURITIES, INC. Angela Granata is also a Registered Representative of FINRA and is registered with the states of Colorado, Florida, Kansas, Michigan, Minnesota and Ohio.
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.
Hourly & fixed rate consulting
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
FL
06/05/2015 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
OH
01/20/2009 - 11/03/2009
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
06/03/2002 - 02/15/2007
MCDONALD INVESTMENTS INC. (PERRYSBURG OH)
OH
07/25/1996 - 06/11/2002
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
OH
02/23/1994 - 07/29/1996
MFI INVESTMENTS CORP. (BRYAN OH)
NJ
01/12/1989 - 03/18/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/12/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 02/05/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Angela Granata is the right advisor for you? Invested Better is here to help.
