Angela Sue Palacios

Current Employers

Employment History

• 09/2008 → Present
  Raymond James Financial Services
  Southfield, MI
• 08/2012 → 01/2019
  Center For Financial Planning
  Southfield, MI

Previous Registrations

• 2003-07-01 → 2004-08-05
  Wells Fargo Clearing Services, Llc
  Birmingham, MI

Other Businesses

(1)Name of Business: Center for Financial Planning II, LLC Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033-7450, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner (2)Name of Business: Center for Financial Planning, Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Continuing my role as Chief Investment Officer and Branch Supervisor (3)Name of Business: Center for Financial Planning, Inc. Address: 24800 Denso Dr Ste 300, Southfield, MI, 48033, United States Activity Type: Independent RIA Position/Title: Partner Investment Related: Yes Start Date: 10/29/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Director of Investments, manage IT and manage compliance under Timothy Wyman. (4)Name of Business: Ice House Skating Academy Address: 2755 Arena Dr, Hartland, MI, 48353, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 09/24/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member - Secretary

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-04-21
• S65 Uniform Investment Adviser Law Examination
  1999-09-23

Designations

Other Names

• Angela Sue Fruin