Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Ngan is a financial advisor with Thrivent Investment Management Inc., based in Minneapolis, Minnesota. Angela has been in the financial industry since 2004, and has a diverse background with previous experience at U.S. BANCORP INVESTMENTS, INC., LPL FINANCIAL CORPORATION, IFMG SECURITIES, INC., and WM FINANCIAL SERVICES, INC.. Angela is licensed to offer securities and investment advice in California and Minnesota, and specializes in providing financial planning and portfolio management services to individuals and families.
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.
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
MN
02/24/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
CA
02/20/2009 - 08/27/2021
U.S. BANCORP INVESTMENTS, INC. (CLAREMONT CA)
CA
03/04/2008 - 03/06/2009
LPL FINANCIAL CORPORATION (CLAREMONT CA)
CA
01/18/2008 - 03/04/2008
IFMG SECURITIES, INC. (CLAREMONT CA)
CA
03/19/2003 - 08/21/2006
WM FINANCIAL SERVICES, INC. (CHINO HILLS CA)
BOTH
Issued 04/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2016
Series 4 - Registered Options Principal Examination
BC
Issued 02/22/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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