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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 Shadle is an investment advisor representative with Next Financial Group, Inc. Ann Marie has been working in the financial industry since 1999. Ann Marie is a Certified Financial Planner, with Series 65, 63, 7 and 24 licenses. Ann Marie has experience working in the financial industry for firms such as LPL FINANCIAL LLC, CIG SECURITIES, BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. and CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.. Ann Marie is also registered as an Investment Advisor Representative in the state of Michigan.
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.
Seminar/workshop attendance fees
1
2
MI
05/30/2019 - Present
Next Financial Group, Inc. (NOVI MI)
MI
12/13/2013 - 12/22/2015
LPL FINANCIAL LLC (BERKLEY MI)
MI
06/20/2008 - 12/13/2012
LPL FINANCIAL LLC (BINGHAM FARMS MI)
MI
05/27/2004 - 12/05/2007
CIG SECURITIES (SOUTHFIELD MI)
IA
03/31/2003 - 08/30/2004
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
OH
02/13/2000 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
NE
11/18/1999 - 02/15/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 02/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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