Unclaimed
Angela Aliche is a financial advisor who has been in the industry since 2013. Angela is currently registered with Fidelity Personal and Workplace Advisors in Alpharetta, Georgia and has been with the firm since 2017. Prior to this Angela worked at Fidelity Brokerage Services LLC in Salt Lake City, Utah. Angela has a Series 7, Series 63 and Series 66 license. Angela provides financial planning, investment management, and educational seminars to individuals, families, corporations, and retirement plans. Angela is dedicated to 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.
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.
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2
GA
03/21/2022 - Present
Fidelity Personal AND Workplace Advisors (ALPHARETTA GA)
UT
09/14/2012 - 07/30/2019
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 04/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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