AG
CFP
AG
CFP
Angela Granata
29 Years of Experience
Charlevoix, MI
1 DisclosureBrokerSells Insurance
Angela Granata is a CFP-designated registered investment advisor, based in Charlevoix, MI, with 29 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold.
Location
800 Bridge Street, Charlevoix, MI, 49720
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2022Award / Judgment
Other Business ActivitiesSells Insurance
Angela is an owner of Luminous Consulting DBA Luminous Wealth Management, an S Corp created for tax purposes. Angela also engages in insurance sales, but spends no time on either activity.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
September 2015 - Present · 11 yrs 1 mo
J. W. Cole Advisors, INC.
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
Key Investment Services LLCBroker
January 2009 - November 2009 · 10 mos
Mcdonald Investments INC.
May 2003 - February 2007 · 3 yrs 9 mos
Mcdonald Investments INC.Broker
June 2002 - February 2007 · 4 yrs 8 mos
Westminster Financial Securities, INC.Broker
July 1996 - June 2002 · 5 yrs 11 mos
Mfi Investments CORP.Broker
February 1994 - July 1996 · 2 yrs 5 mos
Pruco Securities CorporationBroker
January 1989 - March 1994 · 5 yrs 2 mos
The Prudential Insurance Company of AmericaBroker
January 1989 - December 1993 · 4 yrs 11 mos
State Registrations7 states
COFLKSMIMNOHWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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