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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelia? Claim Your ProfileAngelia Marie Brown is a financial advisor with Morgan Stanley. She is registered with FINRA as a General Securities Representative and has been in the industry since 2005. Angelia is a highly experienced professional with a strong understanding of the financial markets and a commitment to providing her clients with personalized advice. She has previously worked for PNC Investments and Securian Financial Services, Inc. Angelia is licensed in 53 states and holds the Series 3, 7, 9, 10, and 66 securities licenses. She also holds a SIE license. Angelia has a strong track record of success and is committed to helping her clients achieve their financial goals.
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
GA
04/08/2020 - Present
Morgan Stanley (Atlanta GA)
GA
09/11/2012 - 06/15/2015
PNC INVESTMENTS (ALPHARETTA GA)
GA
06/24/2011 - 06/13/2012
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
OH
10/11/2005 - 09/23/2010
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
MN
10/11/2002 - 01/27/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/11/2002 - 01/27/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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