Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Yolanda Witt is a financial advisor with LPL Financial LLC, with over four years of experience in the financial services industry. Angela has experience in various financial products and services, and her expertise includes operations, securities and investments. Angela has been active in the industry since 2018 and has earned the Securities Industry Essentials (SIE) and the Series 99 licenses. Prior to joining LPL Financial LLC, Angela worked with WELLS FARGO CLEARING SERVICES, LLC in St. Louis, MO.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
07/12/2022 - Present
LPL Financial LLC (FORT MILL SC)
MO
03/08/2018 - 06/21/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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