Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Thompson is a financial advisor with over 8 years of experience in the financial services industry. Anne has worked with various firms, including Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, gaining valuable experience in financial advising. Currently, Anne works at Greenwood Capital Associates, LLC in Greenwood, SC. Anne focuses on financial planning, investment management, and consulting services, catering to a diverse clientele including individuals, corporations, and retirement plan sponsors. Anne is committed to providing personalized and comprehensive financial solutions to help clients achieve 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.
Consulting, consulting to retirement plan sponsors
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.
% of aum for retirement ed/cons/inv mgmt, ref fees, rev share,
1
2
SC
11/01/2024 - Present
Greenwood Capital Associates, LLC (GREENWOOD SC)
SC
06/18/2019 - 04/17/2023
CHARLES SCHWAB & CO., INC. (Greenville SC)
SC
08/26/2015 - 03/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPARTANBURG SC)
BOTH
Issued 11/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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