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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 E. MacIntyre is a financial advisor with LPL Financial LLC in STERLING HEIGHTS, MI. Anne has been in the financial services industry since December 6, 2002. Anne has a Series 7, Series 66 and Series 24 license and is registered with the state of Michigan as an investment advisor representative. Prior to joining LPL Financial LLC, Anne was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in CLINTON TOWNSHIP, MI. Anne specializes in financial planning, portfolio management, and investment advisory services for individuals, businesses, and charitable organizations. Anne is also a licensed attorney and provides consulting services to 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
07/06/2010 - Present
LPL Financial LLC (STERLING HEIGHTS MI)
MI
12/06/2002 - 02/22/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLINTON TOWNSHIP MI)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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