Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Elizabeth Page is a registered Investment Advisor Representative with Index Fund Advisors, Inc. based in Irvine, CA. Anne has been with Index Fund Advisors, Inc. since November 2009. Previously, Anne worked with Securities America, Inc. in Carlsbad, CA. Anne is licensed in California to provide investment advisory services. Anne is Series 7 and Series 65 licensed.
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.
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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CA
02/29/2012 - Present
Index Fund Advisors, Inc. (IRVINE CA)
CA
07/23/2009 - 10/19/2009
SECURITIES AMERICA, INC. (CARLSBAD CA)
IA
Issued 09/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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