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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 Summers is a financial advisor registered with Cetera Investment Advisers LLC in California. Anne has been in the industry since 2015 and is licensed to provide investment advisory services to individuals, corporations, and other entities. Anne has been with Cetera Investment Advisers LLC for several years and has a strong reputation for providing personalized financial advice to her clients. Anne has a passion for helping her clients achieve their financial goals and believes in building long-term relationships with them. Anne's previous experience with First Allied Securities, Inc. and Ameriprise Financial Services, Inc. allows her to bring a diverse background to her clients. Anne's specialties include financial planning, investment management, and retirement planning.
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.
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2
CA
01/01/2025 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
12/18/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
08/01/2017 - 09/20/2017
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
AZ
08/22/2016 - 10/17/2016
KMS FINANCIAL SERVICES, INC. (TUCSON AZ)
AZ
03/20/2015 - 10/26/2015
NATIONAL PLANNING CORPORATION (Tucson AZ)
AZ
05/15/2012 - 09/25/2014
RBC CAPITAL MARKETS, LLC (TUCSON AZ)
BOTH
Issued 05/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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