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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed
location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Anne Delaney is a registered Investment Advisor Representative with Corient. Anne has been in the industry for over 10 years and has worked at both J.P. Morgan Securities LLC and Citigroup Global Markets Inc. Anne specializes in providing investment advisory services for a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Anne has a strong understanding of the financial markets and is committed to providing her clients with personalized investment advice. Anne holds the Series 7 and 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Addison, TX

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Anne Frances Salick is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Anne has been working in the financial services industry since 2006 and has a variety of experience with different financial firms. Anne has a strong record of providing investment advice and financial planning services to her clients. She is committed to helping her clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

CONROE, TX

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Anne Nevotti Spinks is a financial advisor with over 35 years of experience in the financial services industry. Anne is registered with Cambridge Investment Research Advisors, Inc. in Texas and is a Chartered Financial Consultant. Anne holds the Series 7, Series 63, and SIE licenses. Anne has held previous positions with Mutual Service Corporation, Quest Capital Strategies, Inc., The Lincoln National Life Insurance Company, and Lowry Financial Services Corporation. Anne provides financial advice to individuals and families and specializes in retirement planning, investment management, and insurance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Concord, NH

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Anne Murray is a financial advisor with over 25 years of experience in the financial services industry. Anne is currently registered as a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. She is also licensed in 21 states, and specializes in providing financial planning services, retirement planning, and investment management for individuals and families. Anne is committed to helping her clients achieve their financial goals. Prior to joining Cambridge Investment Research Advisors, Inc., Anne was a financial advisor with LPL Financial LLC, Invest Financial Corporation, Jefferson Pilot Securities Corporation, and MetLife Securities Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

BLOOMSBURG, PA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Anne Lechien Barton is a registered representative with GWN Securities Inc. based in Bloomsburg, Pennsylvania. Anne has been working in the financial industry since August 1999, and has experience with a variety of firms including Money Concepts Capital Corp, PMG Securities Corporation and Royal Alliance Associates, Inc. Anne is licensed to sell securities in Delaware, Maryland, New Jersey, North Carolina, Oregon, Pennsylvania and West Virginia. Anne is a registered representative with FINRA and is licensed to sell securities under the Series 6 and SIE exams. Anne specializes in providing financial advice to individuals, corporations, and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

FREDERICK, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Anneliese Jisela D'souza is a financial advisor with Cambridge Investment Research Advisors, Inc. Anneliese has been in the financial services industry since 1998. She works with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, state or municipal government entities, and pension and profit-sharing plans. Anneliese holds the Series 7, Series 63 and Series 65 licenses. She is also a Certified Financial Planner. Anneliese has previously worked with H. BECK, INC., PFS INVESTMENTS INC. and MONTANO SECURITIES CORPORATION.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc. | CFC ® (Certifications)

location

San Luis Obispo, CA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Annette Shanks is a financial advisor with over 20 years of experience in the industry. Annette Shanks is currently registered with Centaurus Financial, Inc. in California, Massachusetts, and South Carolina. She specializes in providing financial planning and investment advice to individuals, families, and businesses. She has a deep understanding of the financial markets and a commitment to helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Corient | CFP ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Annika Ferris Cushnie is an investment advisor representative at Corient, based in Atlanta, Georgia. Annika has been in the industry since November 2003 and holds a Series 65 license. Corient is a firm with 476 investment advisory professionals, managing $118,191,936,095 in assets for clients. The firm specializes in offering a variety of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Annika also holds the designation of Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Wake Forest, NC

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ansell Neri is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Ansell has been working in the financial services industry since 2007 and has held a variety of roles at different firms. Ansell is currently registered with the state of North Carolina as both a broker-dealer and an investment advisor. Ansell has a wide range of experience and expertise in financial planning, portfolio management, and investment strategies. Ansell is committed to providing personalized service to clients and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

PASADENA, CA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Anson Chen is a registered representative with GWN Securities Inc. Anson has been in the industry for 3 years and is licensed in California and Arkansas. Anson specializes in providing financial planning, market timing services and portfolio management for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services

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