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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Annis is a financial advisor with Agw Capital Advisors in Tampa, FL. Jeffrey has been a financial advisor for over 20 years and holds the Series 7, 63, and 65 licenses. Jeffrey is a Certified Financial Planner and specializes in providing financial advice to individuals, businesses, and charitable organizations. Jeffrey has experience in a variety of financial planning areas, including retirement planning, investment management, and estate planning. Jeffrey has a strong commitment to providing his clients with personalized and comprehensive financial advice. Jeffrey currently serves on the Finance Committee for St. Mary's Episcopal Day School in Tampa, FL.
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.
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.
Project consulting or analysis
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.
Project based fees
1
2
FL
09/20/2023 - Present
AGW Capital Advisors (TAMPA FL)
FL
06/15/2002 - 05/04/2009
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (TAMPA FL)
NC
10/15/2001 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
MO
10/01/1999 - 08/28/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/30/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
08/24/1999 - 09/13/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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