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 Crowley is a financial advisor with over 25 years of experience in the industry. Annette is currently registered with LPL Financial LLC and has offices in Mashpee, MA and West Palm Beach, FL. Annette has previously been affiliated with Citizens Securities, Inc., Infinex Investments, Inc., Quick & Reilly, Inc., Citizens Financial Services Inc., FIS Securities, Inc., and Princor Financial Services Corporation. Annette holds Series 6, 7, 24, 26, 63, and 65 licenses. Annette provides a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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
MA
06/21/2016 - Present
LPL Financial LLC (MASHPEE MA)
MA
10/17/2011 - 04/14/2015
CITIZENS SECURITIES, INC. (EAST FALMOUTH MA)
MA
12/02/2002 - 10/12/2011
INFINEX INVESTMENTS, INC. (CHATHAM MA)
NY
07/10/2001 - 11/15/2002
QUICK & REILLY, INC. (NEW YORK NY)
RI
06/08/2000 - 06/21/2001
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MA
01/20/1998 - 06/05/2000
FIS SECURITIES, INC. (BOSTON MA)
IA
04/10/1997 - 01/09/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 07/16/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/25/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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