Unclaimed
Donald Charles Angell is an investment advisor representative with Eagle Strategies LLC. Donald has been in the industry since May 29, 1995. Donald is registered to provide investment advice in Arkansas, Kansas, Missouri, and Oklahoma. Donald is also licensed in Kansas and Missouri. Donald has a Series 6, 7, 24, 63, and 66 license and the SIE exam. Donald previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company. Donald offers financial planning, educational seminars, and portfolio management for individuals.
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.
1
2
MO
01/08/2020 - Present
Eagle Strategies LLC (SPRINGFIELD MO)
MA
05/23/1995 - 12/13/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/23/1995 - 12/13/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/2/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 5/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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