Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Louise Trapp is a financial advisor with LPL Financial LLC, a firm that manages more than $50 billion in assets. Anne Louise is based in Olympia, WA and has been in the industry since 2007. Her experience includes working for both LPL Financial LLC and Financial Network Investment Corporation. Anne Louise holds a Series 7 and Series 63 license, as well as the SIE exam. She specializes in providing a range of financial services, including financial planning, portfolio management for individuals and businesses, and consulting. Anne Louise is committed to helping her 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 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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2
WA
04/07/2008 - Present
LPL Financial LLC (OLYMPIA WA)
WA
03/20/2007 - 04/07/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (OLYMPIA WA)
BC
Issued 05/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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