Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angie? Claim Your ProfileAngie D. Trandai is a financial professional with over 20 years of experience in the financial services industry. Angie is currently registered with Brokers International Financial Services, LLC, and has been with the firm since 2013. Previously, Angie was with LPL Financial LLC from 2009 to 2013. Angie is a Certified Financial Planner and is licensed to sell fixed index annuities, life insurance, and long-term care insurance. She is also a Registered Representative and Investment Advisor Representative. Angie's areas of specialization include retirement planning, college savings, and estate planning. Angie is committed to providing her clients with personalized financial advice and guidance to help 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.
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.
Percentage of assets managed by third-party advisor firms
1
2
OH
03/14/2013 - Present
Brokers International Financial Services, LLC (WEST CHESTER OH)
OH
09/08/2009 - 03/21/2013
LPL FINANCIAL LLC (WEST CHESTER OH)
OH
03/12/1998 - 09/08/2009
MUTUAL SERVICE CORPORATION (WEST CHESTER OH)
BC
Issued 03/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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