Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angus? Claim Your ProfileAngus Wynne is a financial advisor with over 2 years of experience in the industry. Angus is currently registered with J.P. Morgan Securities LLC. Angus holds the Series 3, Series 7TO, Series 63, and Series 66 licenses. Prior to his current role, Angus worked at TD Ameritrade, INC. Angus has a strong background in investments and financial planning, and is dedicated to providing clients with the personalized advice and guidance they need to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
03/21/2024 - Present
J.p. Morgan Securities LLC (AUSTIN TX)
TX
07/17/2021 - 11/02/2023
TD AMERITRADE, INC. (Westlake TX)
BOTH
Issued 03/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2022
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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