Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Korson is a financial advisor with over 29 years of experience in the industry. Anita is currently registered with LPL Financial LLC, located in Farmington Hills, MI, and has been with the firm since April 2013. Prior to that, Anita was with PFS INVESTMENTS INC. in Troy, MI. Anita holds multiple licenses including Series 6, 26, and 63. Anita has a strong background in financial planning, portfolio management for businesses and individuals, and pension consulting. Anita is dedicated to helping clients achieve their financial goals and provides a variety of services to meet their needs.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
04/05/2013 - Present
LPL Financial LLC (FARMINGTON HILLS MI)
MI
06/07/1994 - 03/18/2013
PFS INVESTMENTS INC. (TROY MI)
BC
Issued 06/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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