Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Marzouk is a financial advisor with LPL Financial LLC. Anna has been in the financial services industry since 2013 and has a proven track record of success. Anna is registered with the state of California and holds Series 6, 7, 63, and 65 licenses. Anna specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Anna has worked with several firms before joining LPL Financial LLC, including MONEY CONCEPTS CAPITAL CORP and MML INVESTORS SERVICES, LLC. Anna is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
CA
12/06/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
08/02/2017 - 12/16/2021
MONEY CONCEPTS CAPITAL CORP (SAN DIEGO CA)
CA
03/07/2017 - 06/22/2017
MML INVESTORS SERVICES, LLC (LA JOLLA CA)
CA
07/07/2015 - 01/05/2016
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
12/11/2013 - 05/14/2015
W&S BROKERAGE SERVICES, INC. (SAN DIEGO CA)
IA
Issued 12/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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