Unclaimed
Anna Marie Kiss is a financial advisor who has been in the industry since 2009. Anna is currently registered with Equitable Advisors, LLC in Arlington Heights, IL. Anna holds Series 6 and 63 licenses as well as the SIE. Before joining Equitable Advisors, LLC, Anna was a financial advisor with Lincoln Investment.
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.
1
2
IL
02/17/2010 - Present
Equitable Advisors, LLC (ARLINGTON HEIGHTS IL)
IL
02/05/2008 - 10/31/2008
LINCOLN INVESTMENT (HOFFMAN ESTATES IL)
BC
Issued 03/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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