Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Crowe is a financial advisor with over 30 years of experience in the industry. Anne is registered with LPL Financial LLC, a large firm that manages assets for a wide range of clients, including individuals, businesses, and institutions. She has previously been registered with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Scott & Stringfellow, Inc. Anne is a Series 63, 65, and 7 licensed advisor, and holds the SIE exam. Anne Crowe is a respected financial professional with a strong track record of success.
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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VA
06/21/2021 - Present
LPL Financial LLC (BLUEFIELD VA)
VA
08/05/2011 - 06/25/2021
WELLS FARGO CLEARING SERVICES, LLC (BLUEFIELD VA)
WV
06/01/2009 - 08/17/2011
MORGAN STANLEY SMITH BARNEY (BLUEFIELD WV)
WV
12/05/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BLUEFIELD WV)
VA
05/05/1999 - 11/21/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
08/17/1992 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NC
05/25/1988 - 08/27/1992
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 09/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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