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 Brantley is a financial advisor with over 14 years of experience in the industry. Ann has been registered with M Holdings Securities, Inc. since 2012 and previously worked with EMPOWER FINANCIAL SERVICES, INC., PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC, and CLARK SECURITIES, INC. Ann is a Series 6 and Series 63 licensed representative. Ann specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans. Ann has a strong commitment to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
03/21/2023 - Present
M Holdings Securities, Inc. (DALLAS TX)
TX
04/04/2022 - 12/31/2022
EMPOWER FINANCIAL SERVICES, INC. (DALLAS TX)
TX
12/17/2015 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Dallas TX)
TX
08/14/2012 - 12/17/2015
M HOLDINGS SECURITIES, INC. (DALLAS TX)
TX
05/15/2008 - 07/03/2012
CLARK SECURITIES, INC. (DALLAS TX)
BC
Issued 05/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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