Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Morel is a financial advisor with over 20 years of experience in the industry. Anne is currently registered with Osaic Wealth, Inc. and holds both Series 6 and SIE licenses. Anne is a specialist in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Anne is also registered in Louisiana.
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.
1
2
LA
01/19/2024 - Present
Osaic Wealth, Inc. (Harvey LA)
LA
10/26/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Harvey LA)
LA
07/19/2018 - 05/16/2023
WOODBURY FINANCIAL SERVICES, INC. (Harvey LA)
LA
09/19/2016 - 02/01/2017
INFINEX INVESTMENTS, INC. (METAIRIE LA)
LA
07/10/2014 - 05/24/2016
LPL FINANCIAL LLC (HARVEY LA)
LA
05/31/2008 - 07/01/2014
CAPITAL ONE INVESTMENT SERVICES LLC (HARVEY LA)
LA
12/23/1997 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (HARVEY LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anne Morel is the right advisor for you? Invested Better is here to help.
