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How Angie Helps Employers and Employees

All About Angie

Client List

Topics

To Book Angie

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Her wisdom is based on real life experiences and an elaborate repertoire of solid qualifications.

Qualifications

  • Served as Advisory Representative of Harrington Asset Management, and Registered Representative Royal Alliance, Inc.
  • Series 6 License; Series 7
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  • Was General Securities Licensed member NASD and SIPC
  • Was licensed, Ohio Department of Insurance (life, health, disability, fixed and variable annuities)
  • Certified Educational Planner (CEP) Designation
  • Member, NASD Regulation, Inc., Board of Arbitrators
  • Worked with over 200 clients (fee-based and general practice clientele including but not limited to life, health, disability, mutual fund, stock and bond investments)
  • Licensee with the Financial Psychology Corporation
  • Certified Woman-Owned Business
  • Certified Certification Analyst
  • Leadership Ability and Accomplishments

  • Sole proprietor of financial planning business, and owner of Brass Ring Productions
  • Member Certification Board WBENC/WBDC (Women's Business Enterprise)
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