Unclaimed
Anna Jeter is an investment advisor representative at LPL Financial LLC. Anna has been in the industry for over 13 years and holds Series 7, 66, and SIE licenses. Anna is registered to provide securities advice in 27 states and is also a registered investment advisor in Arkansas and Texas. Anna offers a range of services to individuals, businesses, and institutions, including financial planning, portfolio management, and investment consulting. Anna's firm, LPL Financial LLC, is a large, well-established firm that offers a wide range of investment products and services.
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.
Consulting and other non-discretionary advisory services
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
AR
02/18/2011 - Present
LPL Financial LLC (LITTLE ROCK AR)
BOTH
Issued 02/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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