Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Wakefield Atkinson is a registered Investment Advisor Representative with Parallel Advisors, LLC, based in San Francisco, California. Anne has been in the industry since 1988 and has a Series 65 and a Series 2 license. Anne has previous experience with Sirius Wealth Management Strategies, LLC and Thomas & Atkinson Capital Management.
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.
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
CA
03/01/2021 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
IA
Issued 02/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1988
Series 2 - Non-Member General Securities Examination
Active
Inactive
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