Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Yvonne Denna is an investment advisor representative with Financial Advocates Investment Management and has been in the industry since November 17, 2008. Angela Yvonne Denna is registered to provide investment advice in California. Angela Yvonne Denna has passed the Series 66, Series 7 and the SIE exams. Financial Advocates Investment Management specializes in providing financial planning, pension consulting and portfolio management for businesses and individuals.
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.
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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WA
07/23/2015 - Present
Financial Advocates Investment Management (OLYMPIA WA)
CA
11/18/2008 - 07/23/2015
WADDELL & REED (NAPA CA)
BOTH
Issued 05/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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