Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Carlyle is a financial advisor with Avantax Advisory Services. Anna has been in the financial services industry since 1992. She has a wide range of experience in financial planning, portfolio management, and retirement planning. Anna is committed to providing her clients with personalized financial advice 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
08/07/2014 - Present
Avantax Advisory Services (Dallas TX)
SC
05/01/1996 - 04/30/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IN
02/20/1996 - 04/22/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
02/16/1996 - 04/22/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
MA
02/22/1995 - 02/02/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
11/29/1991 - 01/30/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/29/1991 - 01/30/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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