Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne-day? Claim Your ProfileAnne-day McCabe is a financial advisor with Kestra Advisory Services, LLC. Anne-day has been in the financial services industry for over 17 years and holds the Series 7, Series 66, and SIE licenses. Anne-day's experience includes working with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Anne-day provides financial planning and wealth management services through Kestra Advisory Services, LLC. Anne-day is also a board member for the George Mason University Financial Planning and Wealth Management Advisory Board.
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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TX
06/01/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
VA
07/25/2014 - 06/09/2021
LPL FINANCIAL LLC (RESTON VA)
VA
03/19/2010 - 07/28/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RESTON VA)
VA
06/15/2009 - 03/25/2010
UBS FINANCIAL SERVICES INC. (VIENNA VA)
VA
05/25/2006 - 06/18/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CENTREVILLE VA)
BOTH
Issued 06/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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