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 West is a financial advisor with over 18 years of experience in the financial services industry. Ann is registered with Wells Fargo Advisors Financial Network, LLC and has previously worked with Raymond James Financial Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Thrivent Investment Management Inc. Ann has a strong background in investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Ann holds the Series 6, 7, 63 and 66 licenses as well as the SIE.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
08/08/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BAXTER MN)
ND
12/01/2009 - 08/21/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAFTON ND)
ND
09/26/2006 - 12/08/2009
METLIFE SECURITIES INC. (GRAFTON ND)
NY
09/26/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
ND
04/05/2005 - 09/28/2006
THRIVENT INVESTMENT MANAGEMENT INC. (GRAFTON ND)
BOTH
Issued 07/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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