Unclaimed
Anabelle Lassiter is a registered representative of Navy Federal Investment Services, LLC. Anabelle has been in the securities industry since August 31, 2007. Anabelle holds the Series 66, Series 53, Series 24, Series 99TO, SIE and Series 7 licenses. Anabelle is registered with the states of Florida, North Carolina and Virginia. Anabelle provides financial planning, educational seminars and selection of other advisers services. Anabelle's firm, Navy Federal Investment Services, LLC manages assets for individuals and businesses and has approximately $1 billion - $10 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
VA
01/04/2017 - Present
Navy Federal Investment Services, LLC (VIENNA VA)
BOTH
Issued 10/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anabelle Lassiter is the right advisor for you? Invested Better is here to help.