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Angela Marie Treff is a financial advisor professional located in Severna Park, MD. They specialize in financial advisory. With over 27 years of experience, they bring deep expertise to every client.
Angela Marie Treff - Kestra Investment Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Angela Marie Treff operates Kestra Investment Services, LLC in Severna Park, Maryland, bringing 27 years of experience in financial advisory services. She holds a FINRA CRD license number 3170457, which enables her to offer investment guidance and securities-related services. With nearly three decades in the industry, Treff has developed extensive knowledge of financial planning and investment management across diverse client needs and market conditions.
Angela Marie Treff's FINRA CRD license (number 3170457) indicates she is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for brokers and investment advisors in the United States. This registration means she has met FINRA's qualification standards and is subject to ongoing regulatory oversight and compliance requirements. The CRD system tracks her registration status, disciplinary history, and professional background, providing transparency to clients about her credentials and regulatory standing in the financial services industry.