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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 Frances Salick is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Anne has been working in the financial services industry since 2006 and has a variety of experience with different financial firms. Anne has a strong record of providing investment advice and financial planning services to her clients. She is committed to helping her clients reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
08/31/2020 - Present
Cambridge Investment Research Advisors, Inc. (Addison TX)
TX
11/02/2018 - 09/02/2020
ROYAL ALLIANCE ASSOCIATES, INC. (DALLAS TX)
TX
02/07/2012 - 11/02/2018
SIGNATOR INVESTORS, INC. (DALLAS TX)
TX
12/23/2008 - 02/08/2012
PRINCOR FINANCIAL SERVICES CORPORATION (ADDISON TX)
GA
02/20/2006 - 12/24/2008
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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