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Angie D Trandai

Investment Adviser Representative at CREATIVEONE SECURITIES, LLC

West Chester, OHCRD #3019883Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
10 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Angie D. Trandai has worked in the securities industry since 1998. They are registered to provide investment advisory services in 10 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 10 states
CaliforniaFloridaGeorgiaIllinoisIndianaKentuckyMissouriNew YorkOhioTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/17/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/22/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/10/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Creativeone Securities, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREATIVEONE SECURITIES, LLCCurrent
2/13/2026West Chester, OH
CREATIVEONE SECURITIES, LLCCurrent
2/13/2026Orlando, FL
INTEGRITY ALLIANCE, LLC
3/8/20132/18/2026Lake Forest, IL
CHARTER ADVISORY CORPORATION
10/1/20093/12/2013West Chester, OH
LPL FINANCIAL CORPORATION
9/8/20099/22/2009West Chester, OH
MUTUAL SERVICE CORPORATION
9/21/20009/8/2009West Chester, OH

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Angie D Trandai has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Angie D Trandai - Financial Advisor in West Chester, OH | AdvisorFinder