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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 Theresa Dunne is a financial advisor with Cetera Investment Advisers LLC. Anne has been in the financial services industry since 1982 and is registered with the state of Maine. Anne has a wide range of experience in the financial services industry, including experience with previous firms such as BANCNORTH INVESTMENT GROUP, INC., COMPULIFE INVESTOR SERVICES, INC., and ROYAL ALLIANCE ASSOCIATES, INC. Anne provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
SCARBOROUGH, ME
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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ME
01/21/2014 - Present
Cetera Investment Advisers LLC (SCARBOROUGH ME)
ME
01/01/2005 - 11/26/2008
BANCNORTH INVESTMENT GROUP, INC. (PORTLAND ME)
MN
02/20/1998 - 06/06/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
AZ
12/19/1996 - 02/13/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/29/1996 - 01/10/1997
WINTERGREEN FINANCIAL GROUP, INC.
NY
02/28/1996 - 01/10/1997
WINTERGREEN FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
SC
04/26/1995 - 03/21/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
12/01/1994 - 04/06/1995
A. T. BROD & CO. INC. (CLEVELAND OH)
NJ
11/15/1981 - 10/31/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 2/28/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 8/18/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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