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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angeline? Claim Your ProfileAngeline Elizabeth Newman is a financial advisor with over 30 years of experience in the industry. Angeline has been with UBS Financial Services Inc. since November 2013. Prior to joining UBS, Angeline was a registered representative at Citigroup Global Markets Inc. and Lehman Brothers Inc. Angeline holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Angeline is registered to provide investment advice in 36 states and the District of Columbia. Angeline's specializations include Portfolio Management for Individuals, Pension Consulting, and Financial Planning.
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.
See schedule d - miscellaneous
1
2
NJ
02/23/2005 - Present
UBS Financial Services Inc. (FLORHAM PARK NJ)
NY
07/31/1993 - 10/04/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/19/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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