Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Walters is a financial advisor with over 20 years of experience in the financial services industry. Annette is registered with LPL Financial LLC and offers a wide range of financial products and services, including securities, advisory and life insurance. Annette holds Series 6, 7, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) designation. Annette previously worked with Securities America, Inc. and Centennial Capital Management, Inc. Annette is committed to helping clients achieve their financial goals.
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.
1
2
GA
09/18/2015 - Present
LPL Financial LLC (DULUTH GA)
GA
04/06/2005 - 02/01/2011
SECURITIES AMERICA, INC. (LAWRENCEVILLE GA)
NE
06/02/2000 - 06/08/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
01/21/1998 - 08/08/2000
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
BOTH
Issued 09/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Annette Walters is the right advisor for you? Invested Better is here to help.
