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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 Artusio has been in the financial services industry for over 30 years, beginning in 1987. Anne currently works for Morgan Stanley and is registered to provide financial advice in several states including California, Texas, and more. She has a wide range of experience and is able to provide a variety of services including portfolio management, financial planning, asset allocation advice and educational seminars. Anne has earned several securities licenses, including Series 7, Series 63, Series 31, and Series 65. Anne was previously employed by Citigroup Global Markets Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Mutual Securities, Inc., Cheevers, Hand & Angeline, Inc., Broadway Financial Investment Services Corp., First Institutional Securities Corp., Glickenhaus & Co. - New Jersey, and Associated Planners Securities Corporation.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/03/2020 - Present
Morgan Stanley (VALENCIA CA)
CA
11/05/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHERMAN OAKS CA)
CA
04/02/2007 - 11/05/2008
MORGAN STANLEY & CO. INCORPORATED (VALENCIA CA)
CA
08/31/2000 - 04/02/2007
MORGAN STANLEY DW INC. (VALENCIA CA)
CA
04/05/2000 - 08/16/2000
MUTUAL SECURITIES, INC. (CAMARILLO CA)
FL
05/28/1991 - 01/19/1999
CHEEVERS, HAND & ANGELINE, INC. (WEST PALM BEACH FL)
NA
02/01/1989 - 12/18/1989
BROADWAY FINANCIAL INVESTMENT SERVICES CORP.
NJ
03/13/1989 - 08/09/1989
FIRST INSTITUTIONAL SECURITIES CORP. (WEST PATERSON NJ)
NA
11/04/1987 - 02/01/1989
GLICKENHAUS & CO. - NEW JERSEY
NA
12/17/1985 - 08/11/1987
ASSOCIATED PLANNERS SECURITIES CORPORATION
IA
Issued 04/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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