Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Chapman is a financial advisor with over 30 years of experience in the industry. Annette has a wide range of experience, working with individuals, families, and businesses, and she is a Certified Financial Planner. Annette is currently registered with Cetera Investment Advisers LLC and is licensed to provide investment advice in Maryland and Texas. Her previous experience includes roles at First United Bank & Trust and Cetera Investment Services. Annette is a dedicated professional with a focus on providing clients with personalized financial guidance.
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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MD
10/15/2024 - Present
Cetera Investment Advisers LLC (OAKLAND MD)
BOTH
Issued 2/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/7/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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