Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Dimon is a financial advisor with Stratos Wealth Partners, Ltd. Anne has been working in the financial industry since 2005. Anne holds Series 7, Series 63, and SIE licenses. Anne has experience with clients including high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Anne specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Previously, Anne was a financial advisor with Wells Fargo Advisors, LLC. Anne has been registered with Stratos Wealth Partners, Ltd. since 2016. Anne has a strong background in financial planning and investment management and is committed to providing her clients with the highest level of service.
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.
Percentage of assets under management with third party managers
1
2
OH
04/29/2016 - Present
Stratos Wealth Partners, Ltd. (Columbus OH)
OH
04/09/2014 - 05/04/2016
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
OH
05/11/2005 - 04/01/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (COLUMBUS OH)
BC
Issued 06/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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