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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Letitia? Claim Your ProfileLetitia Anderson is a financial advisor with Cambridge Investment Research Advisors, Inc. She has been working in the financial services industry since 1999 and is registered in 24 states. Letitia has a variety of licenses and certifications, including Series 3, 7, 65, and 66. She is also a Registered Representative and Investment Advisor Representative in Iowa and Texas. Letitia is a member of the Fort Dodge Daybreak Rotary and CIRA. Letitia's specialties include financial planning, pension consulting, educational seminars, and market timing services. Letitia Anderson specializes in working with individuals and businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
10/24/2018 - Present
Cambridge Investment Research Advisors, Inc. (Fort Dodge IA)
IA
09/13/1999 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (FORT DODGE IA)
IA
Issued 08/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2001
Series 3 - National Commodity Futures Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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