Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Margaret Posey is a financial professional with over 30 years of experience in the industry. Anita is currently registered with Charles Schwab & CO., Inc. in Lone Tree, CO. Previously, Anita has held positions at several other firms including SCOTTRADE, INC. and CURIAN CLEARING, LLC. Anita has a wide range of experience in the financial services industry and holds several licenses and certifications including Series 7, Series 24, Series 55, and Series 63. Anita is committed to providing her clients with the highest level of service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
06/04/2018 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
11/11/2016 - 03/09/2018
SCOTTRADE, INC. (WESTMINSTER CO)
CO
01/21/2010 - 05/19/2016
CURIAN CLEARING, LLC (DENVER CO)
CO
03/05/2007 - 12/31/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
TX
03/08/2006 - 12/31/2006
AFS BROKERAGE, INC. (AUSTIN TX)
CO
10/07/2003 - 06/24/2004
SPENCER EDWARDS, INC. (CENTENNIAL CO)
CO
02/08/1996 - 11/15/2001
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
CO
02/21/1995 - 03/01/1996
HANIFEN, IMHOFF CLEARING CORP. (DENVER CO)
NY
11/20/1989 - 01/23/1995
VTR CAPITAL, INC. (NEW YORK NY)
NA
05/21/1987 - 11/20/1989
ALLIED CAPITAL GROUP, INC.
BC
Issued 04/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Anita Posey is the right advisor for you? Invested Better is here to help.
