Unclaimed
Anne marie Stonich is a financial advisor with Coldstream Wealth Management. Anne marie has been in the financial services industry since 2004. Anne marie is a Certified Financial Planner™ professional. Anne marie holds a Series 65 license. Anne marie is registered with the state of Washington and Oregon. Anne marie is a registered Investment Advisor Representative. Anne marie's firm, Coldstream Wealth Management, is located in Bellevue, WA. Coldstream Wealth Management specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charities.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
06/24/2021 - Present
Coldstream Wealth Management (Mercer Island WA)
IA
Issued 09/10/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Anne marie Stonich is the right advisor for you? Invested Better is here to help.