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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne marie? Claim Your ProfileAnne marie Metro is a financial advisor with over 30 years of experience in the industry. Anne marie is currently registered with RBC Capital Markets, LLC and is located in the Oak Brook Terrace, Illinois branch office. Anne marie has worked in the financial industry since 1987 and has a strong track record of success. Previously Anne marie was registered with UBS Financial Services Inc. in the Oak Brook Terrace, Illinois office. Anne marie is committed to providing her clients with personalized financial advice and guidance. Anne marie specializes in working with high-net-worth individuals, corporations, and other businesses. Anne marie has a wide range of experience in financial planning, portfolio management, and investment advisory services. Anne marie holds Series 7, Series 24, Series 63, and Series 65 licenses. Anne marie is a member of FINRA.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
IL
04/01/2015 - Present
RBC Capital Markets, LLC (OAKBROOK TERRACE IL)
IL
07/25/1994 - 04/10/2015
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
WI
03/30/1993 - 07/28/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
05/30/1991 - 04/12/1993
FIRST COLONIAL INVESTMENT SERVICES, INC. (ROSEMONT IL)
VA
01/10/1991 - 03/13/1991
GNA SECURITIES, INC. (GLEN ALLEN VA)
WI
07/21/1987 - 12/31/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 12/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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