Unclaimed
Anna Marie Kamp is an investment advisor representative at LPL Financial LLC. Anna has been in the securities industry since October 19, 2001, with experience in various investment firms. Anna is licensed in several states and holds several securities licenses.
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
IL
05/18/2022 - Present
LPL Financial LLC (Belleville IL)
IL
06/08/2007 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Edwardsville IL)
MO
01/08/2003 - 01/09/2007
WALNUT STREET SECURITIES, INC. (ST. LOUIS MO)
IA
12/20/2000 - 08/05/2002
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
BOTH
Issued 03/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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