Unclaimed
Annette Burrowes is a financial advisor with Cetera Investment Advisers LLC. Annette is registered as a financial advisor in the state of Florida, and has passed the Series 63, Series 65, Series 7TO and SIE exams. Annette has over 20 years of experience in the financial services industry, and is committed to providing her clients with personalized financial advice. Annette is also a Registered Nurse and President of the Brennetta and Lloyd Burrowes Scholarship Fund. Prior to joining Cetera Investment Advisers LLC, Annette was a registered representative with W&S Brokerage Services, Inc. and Cetera Investment Services 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.
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.
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2
FL
09/12/2022 - Present
Cetera Investment Advisers LLC (SUNRISE FL)
FL
06/10/2020 - 06/04/2021
W&S BROKERAGE SERVICES, INC. (MIRAMAR FL)
BC
Issued 06/30/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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