Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindamarie? Claim Your ProfileLindamarie Kristine Anest is a financial professional with over 25 years of experience in the financial services industry. Lindamarie is a Registered Representative with Charles Schwab & CO., Inc. Lindamarie has a broad range of experience in the financial services industry, having worked for several prominent firms including Vanguard Marketing Corporation and PFS Investments Inc. Lindamarie is a Series 6, 7, 9, 10, 63, and 66 licensed professional. Lindamarie holds a license to provide advisory services in Arizona and California. Lindamarie is actively involved in the community and is a substitute teacher for the Chandler Unified School District.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
03/26/2012 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
06/23/2006 - 07/20/2006
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
GA
07/24/2003 - 06/08/2006
PFS INVESTMENTS INC. (DULUTH GA)
TX
09/20/1996 - 07/31/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
11/24/1987 - 08/07/1989
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 03/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/18/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Lindamarie Anest is the right advisor for you? Invested Better is here to help.
