Angela Casasanto

Current Employers

Employment History

• 02/2006 → 09/2022
  Raymond James Financial Services, Inc.
  Worcester, MA
• 05/2014 → 12/2021
  Reliant Medical Group
  Worcester, MA
• 01/2019 → 09/2022
  Raymond James Financial Services Advisors Inc.
  Worcester, MA
• 11/2022 → 09/2024
  M&T Bank
  Worcester, MA
• 11/2022 → 09/2024
  Lpl Financial Llc
  Worcester, MA
• 09/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 09/2024 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2022-12-06 → 2024-09-20
  Lpl Financial Llc
  Worcester, MA
  Worcester, MA
  Westborough, MA
  Worcester, MA
  Shrewsbury, MA
  Worchester, MA
  Marlborough, MA
• 2019-01-23 → 2022-10-10
  Raymond James Financial Services Advisors, Inc
  Worcester, MA

Other Businesses

NOTARY - ANGELA CASASANTO POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2022 ADDRESS: 57 Cedar Street, Worcester MA 01609, United States DESCRIPTION: Notarization of forms and documents CHARLTON CULTURAL COUNCIL POSITION: Co-Chair NATURE: Community Service INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2024 ADDRESS: 37 Main Street, Charlton MA 01507, United States DESCRIPTION: Helf to faciliatate council responsibilities such as grant allocation Insurance  Position: Appointed Independent Agent  Nature: Life / LTC Insurance / Fixed Annuities / Disability Investment Related: Yes # of Hours: 5 Securities Trading Hours: 4 Start Date: 9/15/2024 Address: 57 Cedar Street Worcester , MA 01609 Description: Directly appointed with insurance carriers to sell life insurance, disability insurance, LTC insurance and fixed annuity products to clients.  WOMEN'S INITIATIVE OF THE UNITED WAY POSITION: Finance Sub-Committee Member NATURE: Community Service INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023 ADDRESS: 18 Chestnut Street, Suite 530, Worcester MA 01608, United States DESCRIPTION: Help to support the networking efforts for the Women's Initiative Massachusetts CSA Leaders Network  Position: Chair  Nature: This is a group of professionals who hold the Certified Senior Advisor Designation that meet on a monthly basis to network  Investment Related: Yes Hours: 8 Securities Trading Hours: 8 Start Date: 2/8/2022 Address: None - virtual group  Description: I lead this group, schedule meetings, prepare agendas, meet with employees at the Society of Certified Senior Advisors for best practices, plan and facilitate educational webinars for CSA's Angela Casasanto  Position: Sole Proprietor Nature: Tax/Accounting Purposes Investment Related: No Hours: 100 Securities Trading Hours: 100 Start Date: 6/17/2026 Address: 96 Blood Road Charlton, MA 01507 Description: Separate EIN for my practice for the purpose of separating business activities from personal on my tax filing. 

Exams

• S66 Uniform Combined State Law Examination
  2006-06-02

Other Names

• Angela Casasanto Johnson