Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Nelson is a financial advisor at Truist Advisory Services, Inc. Angela has been in the financial services industry since 2004 and has experience in both investment advisory and brokerage services. Angela is registered with the state of North Carolina as an investment advisor representative. Angela holds Series 6, 63, and 65 securities licenses as well as the SIE exam. She has previously worked at BB&T Investment Services, Inc. and BB&T Bank/ Truist Bank. Angela specializes in portfolio management, financial planning, and publication of periodicals. Angela is currently working at the Truist Advisory Services, Inc. office in Winston Salem, NC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
10/20/2021 - Present
Truist Advisory Services, Inc. (WINSTON SALEM NC)
NC
05/14/2004 - 06/22/2015
BB&T INVESTMENT SERVICES, INC. (LEXINGTON NC)
IA
Issued 10/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Angela Nelson is the right advisor for you? Invested Better is here to help.
