Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avangeline? Claim Your ProfileAvangeline Subsin is a financial advisor with Cambridge Investment Research Advisors, Inc. and Bridgeport Financial Solutions, both located in Fairfield, Iowa. Avangeline is an active Registered Representative and Investment Advisor Representative in Iowa. Avangeline has been in the securities industry since January 2017. Avangeline's experience includes working at Cambridge Investment Research, Inc., Thimbleberry Financial and Kohl's. Avangeline has passed several industry exams including the Uniform Combined State Law Examination, the General Securities Principal Examination, the Municipal Securities Representative Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Avangeline also has a specialization in investment services, offering investment advice, financial planning and retirement planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
06/12/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
IA
01/27/2017 - 05/04/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Ottumwa IA)
BOTH
Issued 09/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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