Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Willert is a financial advisor at LPL Financial LLC and has been in the financial industry since 1994. Anita is registered with the state of Iowa and has Series 7, Series 63, and Series 65 licenses. Anita has previously worked at Securities America, Inc., Eagle One Investments, LLC, Ameritas Investment Corp., and Okoboji Financial Services, Inc. Anita specializes in providing financial planning, portfolio management, and consulting services to individuals and businesses.
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.
1
2
IA
12/06/2021 - Present
LPL Financial LLC (FOREST CITY IA)
IA
11/28/2012 - 12/06/2021
SECURITIES AMERICA, INC. (FOREST CITY IA)
IA
06/04/2002 - 11/30/2012
EAGLE ONE INVESTMENTS, LLC (FOREST CITY IA)
NE
07/13/1998 - 06/03/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
04/08/1994 - 07/13/1998
OKOBOJI FINANCIAL SERVICES, INC. (OKOBOJI IA)
IA
Issued 08/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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