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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 Jacobs is a financial advisor with over 25 years of experience in the industry. Anne Marie currently works with LPL Financial LLC as a Registered Representative and Investment Advisor Representative, Previously, Anne Marie was a Registered Representative and Investment Advisor Representative with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Anne Marie is a Series 6 and Series 65 licensed advisor and has passed the Securities Industry Essentials Exam. Anne Marie specializes in providing financial advice to individuals, corporations, high net worth individuals, charitable organizations, and pension and profit-sharing plans. Anne Marie is also a licensed insurance agent.
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
GA
11/10/2014 - Present
LPL Financial LLC (ATLANTA GA)
GA
08/23/2007 - 11/18/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (ATLANTA GA)
CT
09/13/2005 - 06/07/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (GLASTONBURY CT)
IN
09/13/2005 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/15/1992 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 08/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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