Angie Trandai, financial advisor West Chester OH

Angie Trandai

CRD Number: 3019883
Current Firm: Brokers Financial

Angie Trandai (CRD# 3019883) is an Investment Advisor Representative working at Brokers Financial in West Chester, OH and has over 26 years of experience in the finance industry. Angie Trandai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brokers International Financial Services, LLC Orlando, FL Feb 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
Contact Info for Angie D. Trandai
Phone Number: 877-886-1939
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,000
    MILLIONS
  • Total Number of Accounts
    11,566
    ACCOUNTS
  • Average Account Value
    $172,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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