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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Marie Austin is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. in Winder, GA. Ann Marie has been in the industry since 1999. Ann Marie has her Series 7 and Series 66 registrations and is licensed in Georgia and several other states. Ann Marie specializes in providing financial planning, portfolio management, and educational seminars. Ann Marie has experience working with individuals, corporations, and retirement plans. In addition to her role at Raymond James Financial Services Advisors, Inc., Ann Marie is involved with several community organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
03/23/2021 - Present
Raymond James Financial Services Advisors, Inc. (Winder GA)
GA
02/13/2013 - 03/19/2021
RAYMOND JAMES & ASSOCIATES, INC. (ATHENS GA)
GA
04/12/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATHENS GA)
AL
09/01/1999 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
BOTH
Issued 12/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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