Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelina? Claim Your ProfileAngelina Dietz is an investment advisor representative who has been in the industry since January 15, 2000. Angelina is currently registered with Cambridge Investment Research Advisors, Inc. and is licensed in Iowa. Angelina has experience working with a variety of clients, including individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Angelina offers a range of financial planning and investment advisory services, including portfolio management for individuals and businesses, financial planning, educational seminars, and market timing services.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
11/24/2021 - Present
Cambridge Investment Research Advisors, Inc. (Nashua IA)
IA
07/21/2020 - 11/24/2021
FBL MARKETING SERVICES, LLC (Cedar Falls IA)
IA
08/22/2018 - 07/22/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CEDAR FALLS IA)
IA
12/16/2014 - 07/20/2018
CETERA INVESTMENT SERVICES LLC (WAVERLY IA)
IA
01/02/2014 - 12/17/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (NASHUA IA)
IA
09/15/1999 - 10/02/2013
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 06/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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