Unclaimed
Angela Vohs is a financial advisor with Fidelity Personal And Workplace Advisors, a firm that manages over $800 billion in assets. Angela has over 13 years of experience in the financial industry and is registered with both FINRA and the state of Michigan, holding several licenses and certifications. Angela is committed to providing personalized financial guidance to her clients, helping them achieve their financial goals through a variety of services, including financial planning and portfolio management.
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.
1
2
MI
01/11/2024 - Present
Fidelity Personal AND Workplace Advisors (FARMINGTON MI)
MI
03/22/2023 - 08/11/2023
MORGAN STANLEY (Birmingham MI)
MI
06/13/2018 - 08/11/2023
E*TRADE SECURITIES LLC (Birmingham MI)
MI
02/26/2018 - 06/22/2018
TD AMERITRADE, INC. (GRAND BLANC MI)
MI
09/27/2016 - 02/26/2018
SCOTTRADE, INC. (TROY MI)
MI
10/03/2011 - 09/13/2016
TD AMERITRADE, INC. (BIRMINGHAM MI)
MI
09/15/2011 - 09/27/2011
METLIFE SECURITIES INC. (TROY MI)
MI
03/05/2010 - 08/19/2011
MORGAN STANLEY SMITH BARNEY (BIRMINGHAM MI)
BOTH
Issued 03/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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