Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Speer is a financial advisor registered with Cetera Investment Advisers LLC, based in Greenwood Village, CO. Ann has been in the financial services industry since June 4, 2014. Ann is licensed in Colorado and has a Series 7, 66, and Series 63 securities license. Ann works with individuals, businesses, and charitable organizations. Ann offers financial planning, pension consulting, and educational seminars.
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
CO
07/09/2020 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
01/05/2015 - 04/21/2017
AXA ADVISORS, LLC (HIGHLANDS RANCH CO)
CO
11/08/2013 - 08/06/2014
LPL FINANCIAL LLC (ENGLEWOOD CO)
BC
Issued 8/7/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 2/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/1/2020
Series 7TO - General Securities Representative Examination
BC
Issued 4/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/8/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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