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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 Garrity is a registered investment advisor representative with Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC. Anne has been in the industry since 2000 and holds the Series 6, 7, 26 and 63 licenses. Anne is also a certified Investment Advisor Representative in California. Anne provides financial planning, portfolio management for businesses and individuals, and educational seminars. Anne’s previous employment history includes positions with TIAA, Citigroup Global Markets Inc., Quick & Reilly, Inc., and BankBoston Investor Services, Inc.
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.
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.
1
2
CA
08/21/2019 - Present
Voya Financial Advisors, Inc. (WALNUT CREEK CA)
MA
02/17/2015 - 06/05/2019
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
03/31/2014 - 08/01/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOSTON MA)
MA
10/12/2007 - 08/08/2013
CITIGROUP GLOBAL MARKETS INC. (CAMBRIDGE MA)
MA
10/20/2004 - 03/12/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
02/04/2000 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
MA
03/11/1999 - 02/07/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
IA
Issued 07/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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