Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann-marie? Claim Your ProfileAnn-marie Sepuka has been in the financial industry since November 1996. She has a wide range of experience and is currently a Registered Investment Advisor with Wellth Advisory Services, LLC. Ann-marie Sepuka is also a Registered Representative with LPL Financial LLC, a well-known brokerage firm. Ann-marie Sepuka focuses on providing financial planning and portfolio management services to individuals, businesses, corporations, and retirement plans.
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
06/28/2024 - Present
Wellth Advisory Services, LLC (Sugar Land TX)
TX
03/29/2019 - 12/22/2020
LPL FINANCIAL LLC (SUGAR LAND TX)
TX
11/05/2010 - 04/02/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUGAR LAND TX)
TX
03/07/2008 - 11/05/2010
NRP FINANCIAL, INC. (SUGARLAND TX)
TX
06/23/2006 - 03/10/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUGARLAND TX)
FL
05/04/1998 - 06/28/2006
RAYMOND JAMES & ASSOCIATES, INC. (WESTON FL)
NJ
11/27/1996 - 07/24/1998
J. B. HANAUER & CO. (PARSIPPANY NJ)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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