Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Marie Martello is a financial advisor in Missoula, Montana with over 30 years of experience in the financial services industry. Anna Marie is currently registered with LPL Financial LLC and has been with the firm since July 2021. Prior to joining LPL Financial LLC, Anna Marie was registered with Waddell & Reed for 30 years, from December 1990 to July 2021. Anna Marie specializes in working with individuals, high net worth individuals, corporations or businesses, charitable organizations, and pension and profit sharing plans. Anna Marie is also a licensed insurance agent for various insurance carriers for W & R Insurance Agencies.
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
MT
07/21/2021 - Present
LPL Financial LLC (MISSOULA MT)
MT
12/12/1990 - 07/21/2021
WADDELL & REED (MISSOULA MT)
IA
Issued 02/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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