Unclaimed
Anu Disanayaka is a financial advisor with LPL Financial LLC. Anu has been working in the financial services industry since March 1, 2019. Anu's office is located in Linthicum, Maryland. Anu has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, the General Securities Sales Supervisor - Options Module Examination, and the General Securities Sales Supervisor - General Module Examination. Anu is licensed in Maryland and Pennsylvania. Anu previously worked at Edward Jones.
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
MD
10/07/2019 - Present
LPL Financial LLC (LINTHICUM MD)
MD
03/07/2017 - 10/11/2017
EDWARD JONES (SEVERNA PARK MD)
BOTH
Issued 03/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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