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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Howe Coffman is an investment advisor representative with Geneos Wealth Management, Inc. Anne has been in the financial services industry since June 11, 1996. Anne holds the following licenses: Series 6, Series 7, Series 24, Series 53, and Series 63. Anne is registered to offer investment advice in Florida, Kansas, and Texas. Anne also has prior experience with Sunamerica Securities, Inc. and Intersecurities, Inc. Anne's firm offers financial planning, portfolio management for individuals, and portfolio management for 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.
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.
1
2
TX
01/13/2004 - Present
Geneos Wealth Management, Inc. (MCALLEN TX)
AZ
11/26/1997 - 05/13/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
11/04/1997 - 11/11/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
05/29/1996 - 11/10/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 10/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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