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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 Marie Bennis is a financial advisor with over 30 years of experience in the industry. Anne Marie has worked with LPL Financial LLC since 2024, but her experience goes back to 1985 when she began her career at United Resources Financial. Anne Marie has worked with several firms throughout her career including Crown Capital Securities, L.P., Mutual Service Corporation, Titan/Value Equities Group, Inc., Legend Equities Corporation, Legend Capital Corporation, Sunamerica Securities, Inc., Southmark Financial Services, Inc., and Titan Capital Corporation. Anne Marie has a Series 7 and SIE license. She has a diverse client base that includes high-net-worth individuals, corporations, and charitable organizations. Anne Marie's experience makes her well-suited to provide financial advice and services to a wide range of clients.
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.
1
2
SC
05/01/2024 - Present
LPL Financial LLC (FORT MILL SC)
CA
07/20/1999 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (TORRANCE CA)
MA
03/31/1999 - 07/22/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
05/30/1995 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
FL
01/01/1994 - 12/21/1994
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
01/17/1990 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
AZ
06/18/1989 - 11/27/1989
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
12/03/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
12/02/1986 - 11/16/1987
TITAN CAPITAL CORPORATION
NA
04/15/1985 - 10/29/1986
SOUTHMARK FINANCIAL SERVICES, INC.
NA
02/21/1985 - 05/10/1985
UNITED RESOURCES FINANCIAL
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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