Angela StratisCRD Number: 1940413
Current Firm: Wells Fargo Advisors, LLC
Angela Stratis (CRD# 1940413) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Orlando, FL and has over 26 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Wells Fargo Advisors LLC||Orlando, FL||May 2009 - Current||8|
|Wachovia Securities, Llc-isg||Orlando, FL||May 2003 - May 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1991|
|S65||NASAA Investment Advisors Law Examination||May 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)