Angie Funtanilla
Financial Advisor at Wedbush Securities
- Role
- Financial Advisor at Wedbush
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Angie Funtanilla
Helping others fulfill their financial goals and aspirations in a meaningful and…
Experience
Financial Advisor
Apr 2025 — Present · Seattle, WA, US
Education
Sonoma State University
BS
1994 — 2000
Skills
- Financial Analysis
- Securities
- Financial Services
- Fixed Income
- Finra
- Uniform Combined State Law
- Asset Management
- Alternative Investments
- Financial Planners
- Banking
- Asset Allocation
- Financial Modeling
- Equities
- Iras
- Bonds
- Wealth Management Services
- 401k
- Series 65
- Investment Strategies
- Fixed Annuities
- Retirement
- Wealth
- Finance
- Risk Management
- Insurance
- Separately Managed Accounts
- Series 7
- Investment Advisory
- 401k Rollovers
- Series 63
- Etfs
- Financial Advisory
- High Net Worth Individuals
- Estate Planning
- Trading
- Mutual Funds
- Financial Planning
- Wealth Management
- Roth Ira
- Retirement Planning
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