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 registered investment advisor representative with Charles Schwab & CO., INC., based in Phoenix, AZ. Lindamarie has been in the industry since 1998 and holds several licenses, including Series 6, 7, 9, 10, 63, and 66. Lindamarie has previously worked with Vanguard Marketing Corporation, PFS Investments Inc., and Fidelity Brokerage Services, Inc. Lindamarie's experience includes providing financial planning services and selection of other advisers. In addition to Lindamarie's work at Charles Schwab, Lindamarie also works as 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
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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 3/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/7/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/4/2009
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 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1996
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
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