Angela Major Hart (CRD# 7062196) is an Investment Advisor Representative working at Veridian Private Wealth Management in Warrenville, IL and has over 5 years of experience in the finance industry. Angela Major Hart 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Veridian Private Wealth Management LLC | Warrenville, IL | Feb 2024 - Current | < 1 |
| Byline Bank | Chicago, IL | Jul 2021 - Jan 2024 | 2 |
| Byline Bank | Chicago, IL | Jul 2021 - Jan 2024 | 2 |
| Northern Trust Securities, Inc. | Oakbrook Terrace, IL | Jan 2019 - Jul 2021 | 2 |
| Northern Trust Bank | Oakbrook Terrace, IL | Dec 2018 - Jul 2021 | 2 |
| None | Plainfield, IL | Jun 2018 - Dec 2018 | < 1 |
| First Midwest Bank | Plainfield/joliet, IL | Aug 2010 - Jun 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
- IL
-
Total Assets Under Management100MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$10,000,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL
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