Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angie? Claim Your ProfileAngie L Hellenbrand is an investment professional with a focus on active management. Angie joined Harbour Investments, Inc. in 2013 and is based in the Madison, WI office. Angie has been in the industry since 2013 and has a strong understanding of the financial services industry. Angie has earned the Series 99 and SIE licenses. Angie specializes in Investment Advisory Services, Financial Planning, and Securities Trading.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
09/19/2013 - Present
Harbour Investments, Inc. (MADISON WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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