Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Sailer is a financial advisor with over 16 years of experience in the financial services industry. Anne is currently registered with Schwab Wealth Advisory, Inc. and has been with the firm since August 2019. Before joining Schwab Wealth Advisory, Inc., Anne worked at USAA Financial Advisors, Inc. for over 11 years, where she was a financial advisor. She has also worked at USAA Investment Management Company. Anne is a Chartered Financial Consultant. She is licensed in 53 states and the District of Columbia, and is Series 6, 7, 24, 63, and 65 licensed. Anne provides financial planning, portfolio management for businesses, and portfolio management for individuals. Anne has experience working with individuals, businesses, pension and profit sharing plans, corporations, insurance companies, charitable organizations, state or municipal government entities, pooled investment vehicles and other investment advisors.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
12/11/2020 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
09/21/2007 - 08/30/2019
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
06/10/2004 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
MO
06/06/2003 - 01/27/2004
EDWARD JONES (ST. LOUIS MO)
GA
01/06/2003 - 06/06/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 1/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 1/4/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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