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 Holt is a financial advisor who has been in the industry since 2007. Annette is currently registered with Raymond James Financial Services Advisors, Inc., where she has been employed since 2016. Annette is also registered with the state of California as an Investment Advisor Representative. Prior to her current role, Annette worked for Stifel, Nicolaus & Company, Incorporated, Wells Fargo Investments, LLC, and Invest Financial Corporation. Annette has a broad range of experience in the financial services industry, having served a variety of clients, including individuals, businesses, and institutions. She is dedicated to providing her clients with personalized financial advice and 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
03/04/2016 - Present
Raymond James Financial Services Advisors, Inc. (ROSEVILLE CA)
CA
04/21/2010 - 02/23/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LINCOLN CA)
CA
09/27/2007 - 04/20/2010
WELLS FARGO INVESTMENTS, LLC (AUBURN CA)
CA
04/18/2007 - 10/11/2007
INVEST FINANCIAL CORPORATION (AUBURN CA)
BOTH
Issued 09/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/29/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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