Articles Tagged with Jerrod Angel

Jerrod AngelPublicly available records published by the Financial Industry Regulatory Authority (FINRA) on February 22, 2017 indicate that Florida-based Waddell & Reed broker/adviser broker/adviser Jerrod Angel has been the subject of a customer dispute. Fitapelli Kurta is interested in hearing from investors who have complaints regarding Mr. Angel (CRD# 1466898).

Jerrod Angel has spent 26 years in the securities industry and has been registered with Waddell & Reed in Orlando, Florida since October 2016. Previous registrations include Signator Investors in Port Richey, Florida; TransAmerica Advisors in Port Richey, Florida; SunAmerica Securities in Phoenix, Arizona; Royal Alliance Associates in New York, New York; Calton & Associates in Tampa, Florida; FSC Securities in Atlanta, Georgia; PCI Financial Services; Fitzgerald Dearman & Roberts; and the Stuart-James Company. He has passed four securities industry examinations: Series 63 (Uniform Securities Agent State Law Examination); Series 7 (General Securities Representative Examination); Series 4 (Registered Options Principal Examination); and Series 24 (General Securities Principal Examination). He is a registered broker and investment adviser with 27 US states and territories.

According to his BrokerCheck report, Jerrod Angel has received one customer complaint and one denied customer complaint.