Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Tomassetti-ferrin is a financial advisor with over 20 years of experience in the industry. Angela is currently registered with LPL Financial LLC and is a licensed investment advisor representative in Nevada. Angela has held previous positions with UBS Financial Services INC and BANC of America Investment Services, INC. Angela has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Angela is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
CA
11/02/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
NV
10/08/2010 - 11/11/2021
UBS FINANCIAL SERVICES INC. (LAS VEGAS NV)
NV
07/12/1999 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HENDERSON NV)
CA
09/03/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 07/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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