Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Louise Petzel is a financial advisor with over 38 years of experience in the financial services industry. Annette is currently registered with Osaic Wealth, Inc. in Phoenix, Arizona. Prior to joining Osaic Wealth, Annette was a financial advisor with Woodbury Financial Services, Inc. in Tucson, Arizona. Annette holds Series 6, 7, and 63 licenses as well as the SIE exam and is a Certified Financial Planner. Annette also has extensive experience in the insurance industry.
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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AZ
01/19/2024 - Present
Osaic Wealth, Inc. (PHOENIX AZ)
AZ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TUCSON AZ)
AZ
12/22/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (PHOENIX AZ)
AZ
03/16/2017 - 01/02/2018
WADDELL & REED (SCOTTSDALE AZ)
AZ
08/01/1986 - 12/31/2016
BROOKLIGHT PLACE SECURITIES, INC. (PHOENIZ AZ)
NA
09/20/1985 - 08/07/1986
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
NA
07/05/1985 - 10/02/1985
FIRST INVESTORS CORPORATION
BC
Issued 07/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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