Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Nevotti Spinks is a financial advisor with over 35 years of experience in the financial services industry. Anne is registered with Cambridge Investment Research Advisors, Inc. in Texas and is a Chartered Financial Consultant. Anne holds the Series 7, Series 63, and SIE licenses. Anne has held previous positions with Mutual Service Corporation, Quest Capital Strategies, Inc., The Lincoln National Life Insurance Company, and Lowry Financial Services Corporation. Anne provides financial advice to individuals and families and specializes in retirement planning, investment management, and insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
08/20/2009 - Present
Cambridge Investment Research Advisors, Inc. (CONROE TX)
TX
08/24/2004 - 08/21/2009
MUTUAL SERVICE CORPORATION (RICHMOND TX)
CA
12/18/2003 - 08/26/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IN
06/03/1992 - 12/31/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/31/1989 - 12/31/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
07/20/1983 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)
BC
Issued 01/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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