Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Satterfield is a financial advisor with over 13 years of experience in the industry. Anne is currently registered with International Assets Investment Management, LLC. Before joining International Assets Investment Management, LLC, Anne worked as a financial advisor at Wells Fargo Clearing Services, LLC and Edward Jones. Anne holds a Series 6, 7, 63, 65 and 66 licenses. Anne provides financial planning, pension consulting, portfolio management, and selection of other advisers services for individual and business clients.
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.
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.
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2
FL
01/31/2022 - Present
International Assets Investment Management, LLC (ORLANDO FL)
VA
09/02/2015 - 02/11/2022
WELLS FARGO CLEARING SERVICES, LLC (DANVILLE VA)
VA
08/16/2010 - 09/03/2015
EDWARD JONES (DANVILLE VA)
NC
06/21/2004 - 12/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/27/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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