Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Silvestro is a financial advisor with LPL Financial LLC in SAN DIEGO, CA. Anne has been in the financial services industry since January 25, 2004. Anne is registered with the state of New Jersey and holds a Series 66, Series 24 and Series 7 license. Anne is also licensed to sell health insurance. Anne has previously worked for OSAIC WEALTH, INC. and INVESTMENT ADVISORS & CONSULTANTS, INC.
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.
1
2
CA
07/02/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
11/29/2006 - 07/03/2024
OSAIC WEALTH, INC. (EATONTOWN NJ)
NJ
01/26/2004 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
BOTH
Issued 02/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anne Silvestro is the right advisor for you? Invested Better is here to help.
