Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annie? Claim Your ProfileAnnie Bienvenu is a registered representative with Wells Fargo Clearing Services, LLC. Annie has been in the industry since March 14, 2014 and is currently registered with the state of Tennessee and Texas. Annie previously worked at MORGAN STANLEY in LITTLE ROCK, AR. Annie holds Series 7, 9, 10, 66 and SIE licenses and is specialized in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
TN
05/28/2019 - Present
Wells Fargo Clearing Services, LLC (NASHVILLE TN)
AR
09/26/2013 - 06/26/2017
MORGAN STANLEY (LITTLE ROCK AR)
BOTH
Issued 10/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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