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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 Lucchesi is an active investment advisor representative with SVB Wealth. Ann Marie is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. Ann Marie's current role is MD Enterprise Relationship Manager with Silicon Valley Bank. Prior to this, Ann Marie has worked with various well known financial institutions, including RBC Dain Rauscher Inc., W.R. Hambrecht + Co., LLC, Prudential Securities Incorporated, and Volpe Brown Whelan & Company, LLC. Ann Marie also works as a partner with Corporate Equity Services, LLC and provides consulting services to other partners. Ann Marie offers investment advice, including portfolio management, financial planning, and wealth planning services to individuals, families, 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.
Planned giving, family office, wealth planning
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
CA
09/02/2022 - Present
SVB Wealth (San Francisco CA)
CA
09/02/2022 - 12/31/2023
SVB INVESTMENT SERVICES INC. (San Francisco CA)
CA
07/02/2020 - 09/08/2020
SVB WEALTH ADVISORY, INC. (San Francisco CA)
CA
08/01/2001 - 02/02/2006
RBC DAIN RAUSCHER INC. (SAN FRANCISCO CA)
NY
01/20/2004 - 01/27/2006
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
CA
03/08/2000 - 07/20/2001
W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)
NY
01/11/2000 - 02/08/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
06/10/1998 - 01/24/2000
VOLPE BROWN WHELAN & COMPANY, LLC (SAN FRANCISCO CA)
NY
02/26/1997 - 07/24/1998
WARBURG DILLON READ LLC (NEW YORK NY)
CA
01/25/1994 - 02/12/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
CA
02/14/1989 - 02/04/1992
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NA
12/05/1988 - 12/21/1988
LONDON ZURICH SECURITIES
NA
01/01/1988 - 11/21/1988
CHARLES SCHWAB & CO., INC.
BC
Issued 01/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/1997
Series 4 - Registered Options Principal Examination
BC
Issued 03/11/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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