Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Margaret Sayre is a financial professional with over 18 years of experience in the financial services industry. Annette has held various roles with leading firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Quest Capital Strategies, Inc., Columbia Management Distributors, Inc., Fidelity Brokerage Services LLC, and currently at Charles Schwab & CO., Inc. Annette holds Series 7, 9, 10, 63 and SIE licenses. She is currently registered with the state of Colorado, California, and Texas. Annette specializes in providing financial planning, portfolio management and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
12/23/2008 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
04/28/2006 - 09/30/2008
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
CO
04/12/2004 - 03/31/2006
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (AURORA CO)
CA
02/25/2004 - 04/13/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
12/03/2001 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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