Description
Please register to attend this exclusive Equitable Advisors webinar to hear a 2025 Market Outlook from Fidelity Investments Brad Angel, CIMA.
Brad Angel is a senior vice president in the Intermediary Investment Client Group at Fidelity Institutional® (FI). Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Mr. Angel is a wholesaler covering the institutional insurance subaccount marketplace. He supports the distribution of Fidelity VIP funds and Fidelity sub advised funds through various insurance companies’ variable annuity and variable life contracts. Mr. Angel is based in Prosper, Texas.
Before joining Fidelity in 2006, Mr. Angel worked as an external wholesaler serving as a district annuity specialist for Morgan Stanley. Prior to that, he was an external wholesaler with Travelers Life and Annuity, and a financial planning consultant for HD Vest Financial Services. He has been in the financial industry since 1997.
Mr. Angel earned his undergraduate degree in marketing from Murray State University. He is also a Certified Investment Management Analyst (CIMA) and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, 63, and insurance licenses.
Brad Angel, CIMA is responsible for the content of his presentation and neither Brad Angel, CIMA, nor Fidelity Investments are affiliated with Equitable Advisors or any of its affiliated companies. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment adviser. Annuity and insurance products offered through Equitable Network, LLC, (Equitable Network Insurance Agency of California. LLC, Equitable Network Insurance Agency of Utah, LLC, Equitable Network of Puerto Rico, Inc.). Private Wealth Group is not a registered investment adviser and is not owned or operated by Equitable Advisors or Equitable Network. PPG-7357832.1 (11/24)(Exp. 11/28)
Date and Time
Thu, Jan 09, 2025
5:30p - 6:15p CST