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Ann Marie Cirisan

Avantax Investment Services, Inc.

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About Ann Marie Cirisan

Ann Marie Cirisan is a financial advisor with Avantax Investment Services, Inc. Ann Marie has been in the financial services industry since June 12, 2011. Ann Marie is registered with the state of Florida. Ann Marie holds the Series 6, Series 63, and SIE licenses.

Firm Information

Ann Cirisan is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Ann Cirisan’s Registration & Firm History

FL

06/13/2011 - Present

Avantax Investment Services, Inc. (Clearwater FL)

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Licenses & Designations

BC

Issued 07/29/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ann Marie Cirisan.
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