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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Alldredge is a financial advisor at Morgan Stanley. Angela has been working in the financial services industry since 1997 and has a variety of experience working with clients at different firms, including Merrill Lynch, HSBC Securities and Bank of America Investment Services. Angela holds several industry licenses and certifications, including Series 6, 7, 26, 63 and 66. She offers a variety of financial services including asset allocation advice, financial planning, pension consulting, educational seminars, portfolio management for individuals, businesses and investment companies and selection of other advisers.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
10/25/2024 - Present
Morgan Stanley (San Diego CA)
CA
10/18/2013 - 12/18/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
CA
10/12/2009 - 08/28/2013
HSBC SECURITIES (USA) INC. (CHULA VISTA CA)
CA
03/29/2000 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
CA
01/14/1997 - 04/16/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
12/20/1994 - 10/17/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 03/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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