Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angie? Claim Your ProfileAngie Elizabeth Waters is a financial advisor with over 18 years of experience in the financial services industry. Angie is currently registered with Osaic Institutions, Inc. in Abingdon, VA. She has held previous positions with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WACHOVIA SECURITIES, LLC. Angie holds Series 6, 7, 63 and 65 licenses and the SIE exam. Angie specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. She also provides portfolio management services.
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.
Solicitation services for other advisers
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
VA
07/02/2012 - Present
Osaic Institutions, Inc. (Abingdon VA)
VA
10/11/2011 - 09/13/2012
LPL FINANCIAL LLC (BRISTOL VA)
VA
06/14/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BRISTOL VA)
TN
09/16/2005 - 06/04/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRISTOL TN)
MO
02/05/2004 - 09/20/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 11/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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