Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annmarie? Claim Your ProfileAnnmarie Flynn is a financial advisor who has been in the industry since 1992. Annmarie is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with them since 2008. Annmarie has a broad range of experience, having worked with various firms in the past including BANC of America Investment Services, INC., Quick & Reilly, INC., UBS PaineWebber INC., and BankBoston Investor Services, INC. Annmarie is well-versed in a variety of investment areas, including securities, investment company products, and variable contracts. In addition to her professional qualifications, Annmarie also holds several licenses, including Series 7, 6, 24, 53, and 65.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
05/20/2008 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
10/20/2004 - 04/17/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/28/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
08/16/2001 - 06/14/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/05/2000 - 04/16/2001
QUICK & REILLY, INC. (NEW YORK NY)
MA
11/02/1994 - 09/06/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
PA
06/18/1993 - 11/08/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
MA
08/26/1987 - 03/29/1989
PUTNAM FINANCIAL SERVICES, INC. (BOSTON MA)
IA
Issued 01/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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