Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angena? Claim Your ProfileAngena Cashmall Lee is a registered representative with Fidelity Personal And Workplace Advisors, based in Miami, Florida. Angena is a well-rounded financial professional, with over 5 years of experience in the industry. Angena is also licensed to provide investment advisory services in several states, including Florida, New Jersey, New York, and Texas. In addition to her role at Fidelity, Angena is also an officer of Cashmall Realty LLC, a rental property management company. Angena's diverse experience and commitment to client service make her a valuable asset to both individuals and businesses seeking financial guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
12/22/2021 - Present
Fidelity Personal AND Workplace Advisors (MIAMI FL)
FL
03/02/2020 - 10/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
12/19/2018 - 01/30/2020
AXA ADVISORS, LLC (FT. LAUDERDALE FL)
FL
06/20/2018 - 12/12/2018
PRUCO SECURITIES, LLC. (West Palm Beach FL)
BOTH
Issued 10/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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