Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angeline? Claim Your ProfileAngeline Nicole Workman is a financial advisor registered with Principal Securities, Inc. Angeline has been a registered representative since 2005 and has a strong track record of success. Angeline provides comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, and small businesses. Angeline is committed to providing her clients with the highest level of personalized service and helping them 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
04/05/2022 - Present
Principal Securities, Inc. (Charlotte NC)
IN
07/05/2011 - 03/30/2022
LPL FINANCIAL LLC (MUNCIE IN)
NC
01/17/2007 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IL
07/06/2005 - 08/17/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/03/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 06/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2010
Series 11 - Assistant Representative-Order Processing Qualification Exam
BC
Issued 06/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Angeline Workman is the right advisor for you? Invested Better is here to help.
