Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelina? Claim Your ProfileAngelina Cummins is an investment advisor representative with First Trust Advisors LP and has been in the industry since 2016. Angelina is licensed to provide investment advice in Illinois and North Carolina. Before joining First Trust, Angelina was employed by Morgan Stanley and J.P. Morgan Securities. She holds a Series 63, Series 66, Series 7 and SIE licenses and has prior experience with both J.P. Morgan and UBS Financial Services. Angelina's specializations include the investment of equities, options, fixed income, mutual funds, and variable annuities.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
NC
10/08/2019 - Present
First Trust Advisors LP (CARY NC)
IL
04/30/2018 - 09/16/2019
MORGAN STANLEY (OAK BROOK IL)
IL
01/27/2017 - 04/13/2018
J.P. MORGAN SECURITIES LLC (NAPERVILLE IL)
FL
11/02/2016 - 12/27/2016
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
FL
06/24/2015 - 04/19/2016
UBS FINANCIAL SERVICES INC. (AVENTURA FL)
FL
03/16/2015 - 04/16/2015
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
BOTH
Issued 09/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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