Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Marie Bolton is a financial advisor with over 10 years of experience. She is currently registered with LPL Financial LLC in Ohio and South Carolina. Ann Marie has previously worked with Wells Fargo Advisors, LLC and LPL FINANCIAL LLC. Ann Marie has a Series 66 license, as well as the SIE and Series 7 licenses. Ann Marie specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and consulting services.
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
SC
02/21/2020 - Present
LPL Financial LLC (FORT MILL SC)
OH
07/21/2014 - 09/17/2018
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
05/10/2013 - 10/17/2013
WELLS FARGO ADVISORS, LLC (CLEVELAND OH)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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