Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annemarie? Claim Your ProfileAnnemarie Burgess is an investment advisor representative currently registered with Raymond James & Associates, Inc., based in ST. PETERSBURG, FL. Annemarie has been in the industry since 2005 and holds various licenses, including Series 7, 63, 66, and 24. Annemarie has previously worked with NEXT FINANCIAL GROUP, INC., QA3 FINANCIAL CORP., SECURITIES AMERICA, INC., TD AMERITRADE, INC., and AMERITRADE, INC. In addition to being an investment advisor representative, Annemarie is also involved in various other businesses.
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.
Please see note in schedule d - miscellaneous
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
FL
01/06/2012 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/19/2010 - 05/03/2011
NEXT FINANCIAL GROUP, INC. (MELBOURNE FL)
NE
10/03/2007 - 10/22/2008
QA3 FINANCIAL CORP. (OMAHA NE)
NE
03/21/2007 - 10/04/2007
SECURITIES AMERICA, INC. (OMAHA NE)
NE
04/22/2006 - 04/10/2007
TD AMERITRADE, INC. (BELLEVUE NE)
NE
01/07/2004 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 08/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2004
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Annemarie Burgess is the right advisor for you? Invested Better is here to help.
