Sign In

Angus McRae

Principal Securities Registered Representative / Investment Adviser Representative at Principal Financial Group

Angus McRae, CEBS, is a Principal Securities Registered Representative and Investment Adviser Representative at Principal Financial Group, based in Atlanta, Georgia.2 He specializes in providing financial advice and services, leveraging his expertise in employee benefits and investment strategies.

Key details about Angus McRae:

  1. Professional roles:

    • Principal Securities Registered Representative since March 8, 20221
    • Investment Adviser Representative since April 4, 20221
    • Benefits Consultant at Angus McRae Insurance Brokerage Services, Inc. since May 20231
  2. Qualifications:

    • Holds the Certified Employee Benefit Specialist (CEBS) designation
    • Passed the General Securities Representative Examination (Series 7) and Securities Industry Essentials Examination1
    • Holds licenses in Georgia, Michigan, and Virginia1
  3. Experience:

    • Has been working in the financial industry for about 7 years3
    • Associated with Angus McRae Insurance, a boutique employee benefits brokerage operational since 19924
  4. Services offered:

    • Investment advising and strategies tailored to clients' financial goals
    • Employee benefits consulting to help businesses attract and retain talent
    • Sales of fixed annuities, life, health, disability, long-term care, dental, and vision insurance1
  5. Contact information:

    • Phone: 770-300-0001 x101
    • Office location: 3625 Cumberland Blvd SE, Ste 1000, Atlanta, GA 303391

Angus McRae's work involves not only advising clients on investments but also managing comprehensive employee benefits solutions for organizations.

Highlights

Angus Mcrae | Financial Advisor - Principal Securities, Inc | GA
Feb 19 · indyfin.com
Angus Mcrae - Principal Securities - Indyfin

Related Questions

What are Angus McRae's main responsibilities at Principal Securities?
How long has Angus McRae been working at Principal Securities?
What specific services does Angus McRae offer through Angus McRae Insurance?
What is the Certified Employee Benefit Specialist (CEBS) designation?
How can I contact Angus McRae directly?
Angus McRae
Angus McRae, photo 1
Angus McRae, photo 2
Add to my network

Location

Norcross, Georgia