Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Marie Becker is a financial advisor with Gallagher Fiduciary Advisors, LLC in Rolling Meadows, Illinois. Annette has been in the financial services industry since 1993. Annette has extensive experience providing investment advice to individuals, families, and businesses. Annette holds Series 63, 66, and 7 licenses as well as the Securities Industry Essentials Examination (SIE).
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.
See schedule d misc. for explanation
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.
1
2
IL
04/15/2022 - Present
Gallagher Fiduciary Advisors, LLC (Rolling Meadows IL)
IL
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Rolling Meadows IL)
IL
04/03/2017 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Rolling Meadows IL)
IL
10/14/2011 - 03/21/2017
UBS FINANCIAL SERVICES INC. (BARRINGTON IL)
NY
02/23/1995 - 02/25/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/07/1998 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
05/17/1993 - 01/10/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
09/07/1988 - 04/16/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
03/25/1988 - 09/19/1988
THE MILWAUKEE COMPANY
BOTH
Issued 11/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Annette Becker is the right advisor for you? Invested Better is here to help.
