Angela Bourgeois

About Angela Bourgeois

My current and previous positions have always involved service work and helping people…

Experience

1. Investment Portfolio Associate

   Raymond James

   Oct 2017 — Present · Ann Arbor, MI, US

   Position summary: Working directly with clients and financial advisors, I help with planning clients\' money matters, their personal finances and investments. We work collaboratively to plan for short-term and long-term financial goals. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC

Education

• University of Michigan

  Bachelor's Degree

  1988 — 1992

Skills

• Project Management
• Social Media Communications
• Series 65
• Series 53
• Series 63
• Series 66
• Team Leadership
• Series 7
• Series 24
• Investments
• Communications with the Public
• Social Media
• Securities
• Financial Services
• Compliance
• Accredited Investment Fiduciary®
• Series 9 & 10
• Management