Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Wolfe is a financial advisor with over 25 years of experience in the industry. Angela has been with Benjamin F. Edwards & Company, Inc. since 2016. Previously, Angela was a financial advisor at Edward Jones from 2006 to 2016. Angela is a registered representative and investment advisor representative in several states and has passed a variety of industry exams, including the Series 66, Series 63, Series 8, and Series 7.
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.
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
MO
02/12/2016 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MS
09/15/2006 - 02/17/2016
EDWARD JONES (OCEAN SPRINGS MS)
MS
08/09/1996 - 09/06/2006
A. G. EDWARDS & SONS, INC. (GULFPORT MS)
BOTH
Issued 03/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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