Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Coe is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Annette has over 10 years of experience in the financial services industry. Annette is registered with the state of Maryland and holds the Series 63, Series 7, and SIE licenses. Previously, Annette was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Annette specializes in a variety of financial services including insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.
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.
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.
Investment consulting services to institutional clients
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.
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2
MD
12/19/2017 - Present
Wells Fargo Advisors Financial Network, LLC (BALTIMORE MD)
MD
10/23/2009 - 03/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA MD)
MD
10/23/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TOWSON MD)
MD
11/17/2006 - 10/22/2007
SUNTRUST INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 02/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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