Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angie? Claim Your ProfileAngie Garris has been in the financial services industry since March 6, 1999. Angie is a Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Angie has held previous positions with SunTrust Investment Services, Inc., Riversource Distributors, Inc., Capital Brokerage Corporation, Central Fidelity Securities, Inc., and JMC Financial Corporation. Angie has a wide range of experience in the financial services industry, and is committed to providing her clients with personalized financial advice and 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.
1
2
VA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MIDLOTHIAN VA)
VA
03/31/2011 - 10/31/2014
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
MN
03/13/2008 - 05/27/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
VA
12/09/1998 - 03/10/2008
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
NE
01/02/1997 - 02/06/1998
CENTRAL FIDELITY SECURITIES, INC. (OMAHA NE)
MA
07/25/1994 - 12/31/1996
JMC FINANCIAL CORPORATION (BOSTON MA)
IA
Issued 05/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Angie Garris is the right advisor for you? Invested Better is here to help.
