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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anneliese? Claim Your ProfileAnneliese Jisela D'souza is a financial advisor with Cambridge Investment Research Advisors, Inc. Anneliese has been in the financial services industry since 1998. She works with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, state or municipal government entities, and pension and profit-sharing plans. Anneliese holds the Series 7, Series 63 and Series 65 licenses. She is also a Certified Financial Planner. Anneliese has previously worked with H. BECK, INC., PFS INVESTMENTS INC. and MONTANO SECURITIES CORPORATION.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (FREDERICK MD)
MD
02/01/2000 - 07/13/2004
H. BECK, INC. (ROCKVILLE MD)
GA
08/30/1996 - 05/29/1998
PFS INVESTMENTS INC. (DULUTH GA)
CA
11/02/1994 - 01/14/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
IA
Issued 03/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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