Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Marie Kersten is a financial advisor who has been working in the industry since November 2010. Anne Marie has a Series 7 and 66 license and holds registrations in Iowa, Minnesota, South Dakota, Texas, and Wisconsin. Anne Marie currently works for Thrivent Investment Management Inc. and has been with the firm since December 2012. Previously, Anne Marie worked at UBS Financial Services Inc. in Minneapolis, Minnesota. Anne Marie specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
MN
11/18/2013 - Present
Thrivent Investment Management Inc. (Mendota Heights MN)
MN
11/09/2010 - 12/20/2012
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
BOTH
Issued 12/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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