Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna marie? Claim Your ProfileAnna Marie Ocampo Lovell is a financial advisor with over 15 years of experience in the industry. Anna Marie is currently registered with Infinity Financial Services Advisory, based in Oakland, California. Previously, she was affiliated with FSC Securities Corporation and National Planning Corporation. Anna Marie is a Series 6, 7, 63, and 66 licensed professional, offering various advisory services including financial planning, portfolio management, pension consulting, and educational seminars. Anna Marie specializes in working with high-net-worth individuals, corporations, and other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/27/2020 - Present
Infinity Financial Services Advisory (OAKLAND CA)
CA
02/22/2013 - 03/26/2019
FSC SECURITIES CORPORATION (LA JOLLA CA)
CA
03/11/2008 - 02/25/2013
NATIONAL PLANNING CORPORATION (SAN DIEGO CA)
BOTH
Issued 04/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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