Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelique? Claim Your ProfileAngelique Deleva is a financial advisor who has been in the industry since 1995. Angelique currently works at Morgan Stanley and is registered in Georgia and Texas. Angelique holds the Series 7, Series 63, and Series 66 licenses. Angelique is also a Certified Financial Planner. In addition to her current role at Morgan Stanley, Angelique has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Nationsbanc Investments, Inc., and NationsSecurities.
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
03/18/2020 - Present
Morgan Stanley (Atlanta GA)
GA
10/23/2009 - 03/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
01/21/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
MA
01/02/1996 - 03/28/1996
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
12/14/1993 - 01/03/1996
NATIONSSECURITIES
BOTH
Issued 05/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1993
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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