Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angie? Claim Your ProfileAngie Linn Fritz is a registered investment advisor representative with Principal Securities, Inc. Angie has been in the financial services industry since August 16, 2001. Angie holds the Series 6, 7, 63 and 65 licenses. Angie is registered in 28 states and currently holds active registrations with Iowa and Texas. Angie is currently employed with Principal Securities, Inc. in their DES MOINES branch office. Angie has previously worked for PRINCIPAL FUNDS DISTRIBUTOR, INC.. Angie is also a partner in BOLD NORTH, LLC, a real estate rental business.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/17/2021 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
10/04/2007 - 09/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
Issued 05/04/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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