Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annie? Claim Your ProfileAnnie McQuilken is an Investment Advisor Representative at Forever Financial Advisors, LLC. Annie has been in the industry since July 2005 and has a Series 65 license. Annie holds the Certified Financial Planner designation. Annie is registered with the state of Massachusetts and New York and specializes in Financial Planning, Educational Seminars, Portfolio Management for Individuals, and Selection of Other Advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
03/28/2024 - Present
Forever Financial Advisors, LLC (FAIRPORT NY)
IA
Issued 05/16/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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