Unclaimed
Annette Vanderlinde is a financial advisor with Prime Capital Financial. Annette is licensed to provide financial advice in Connecticut, Delaware, Florida, Massachusetts, Michigan, Pennsylvania, and Texas. Annette has been working in the financial industry since 2007. Annette holds a Series 7, Series 6, Series 63, Series 66, and SIE license. Annette specializes in financial planning, retirement planning, and portfolio management. Annette is a Registered Investment Advisor representative of Prime Capital Investment Advisors, LLC.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
MI
08/20/2024 - Present
Prime Capital Financial (Royal Oak MI)
MI
10/16/2013 - 06/17/2020
FIRST ALLIED SECURITIES, INC. (BLOOMFIELD HILLS MI)
MI
10/12/2007 - 10/17/2013
SII INVESTMENTS, INC. (BLOOMFIELD HILLS MI)
MI
02/06/2007 - 10/17/2007
COMMONWEALTH FINANCIAL NETWORK (BLOOMFIELD HILLS MI)
BC
Issued 08/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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