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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Federated Investment Counseling

location

PITTSBURGH, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Anne Marie Hillwig is an investment advisor representative with Federated Investment Counseling. Anne Marie has been in the securities industry since December 2012 and is currently registered with the state of Pennsylvania. She is a licensed principal and has experience in providing investment advice to a variety of clients, including individuals, corporations, and charitable organizations. Anne Marie also has experience in portfolio management, financial planning, and educational seminars.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
ADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Anne Lawler is a registered representative with First Trust Advisors LP in WHEATON, IL. Anne has been working in the securities industry since 2008 and has experience with both retail and institutional clients. Anne's expertise includes portfolio management, investment company products, and securities trading. Anne holds Series 7, 6, 63, and 66 licenses, and she is a graduate of the SIE exam. Anne has previously worked at NIKE SECURITIES L.P. and VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

WHEATON, IL

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Anne Teresa Lanagan is a financial advisor with over 30 years of experience in the industry. Anne is currently registered as a Registered Representative and Investment Advisor Representative with Robert W. Baird & Co. Inc. Anne has previously worked for Morgan Stanley & Co., Incorporated and H H & G Securities, Inc. She is licensed to provide financial advice in 27 states and holds the Series 7, Series 63, and Series 65 licenses. Anne is committed to providing her clients with personalized financial advice and guidance to help 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ST. LOUIS, MO

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Anne Elizabeth Noble is a financial advisor with Stifel, Nicolaus & Company, Inc. in St. Louis, MO. Anne has been in the financial industry since November 1989, starting her career at A.G. Edwards & Sons, Inc. Anne has experience in both brokerage and investment advisory services. Anne is licensed in over 50 states and is also a registered principal with FINRA. Anne specializes in working with individuals, corporations, charitable organizations, and pooled investment vehicles.

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
Unclaimed

RBC Capital Markets, LLC

location

ROCHESTER, NY

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Anne Elizabeth Ambrosetti is a financial advisor with RBC Capital Markets, LLC. Anne has been in the industry since October 1999 and has experience working with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Anne is registered to provide investment advice in Alabama, Arizona, California, Delaware, Florida, Georgia, Illinois, Indiana, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Anne is also a Registered Representative in New York and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Anne Marie Klenke is a financial professional with over 10 years of experience in the financial industry. Anne Marie currently works at Robert W. Baird & Co. Inc., where she provides a range of financial services to clients. Anne Marie is licensed to provide investment advice in Wisconsin.

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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

CHICAGO, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Anne Cusick is an active Registered Representative and Investment Advisor Representative who has been in the financial industry since August 3, 2000. Anne is registered in Illinois. Anne has worked at William Blair since February 2000 and is located in their Chicago office. Anne is a Series 66, Series 24, and Series 7 holder.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

NEW YORK, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anne Mkrtchyan is a registered representative with RBC Capital Markets, LLC. Anne has been in the securities industry since August 2021. Anne holds Series 7, Series 63 and SIE licenses. Anne is registered in New York and New Jersey. Previously, Anne was a registered representative at SG Americas Securities, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

NASHVILLE, TN

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Anne Marie Morgan is a Registered Representative and Investment Adviser Representative with Robert W. Baird & Co. Inc., working in the Nashville, Tennessee office. Anne Marie has been in the industry since 2003. She has worked with Robert W. Baird & Co. Inc. for over 17 years, beginning in 2003 and currently employed since 2006. Her experience encompasses various financial services areas including securities, futures, and investment advisory.

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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

CHICAGO, IL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Anne Elizabeth Conway is a registered investment advisor representative with William Blair, a firm with over 50 licensed agents and over 250 investment advisor representatives. Anne has been in the industry since 2013 and holds Series 66, 7TO, and SIE licenses. Anne is currently registered with FINRA and in 33 states, including Illinois, where Anne is also registered as an investment advisor representative. Anne is licensed to provide investment advice to individuals, businesses, investment companies, pooled investment vehicles, charitable organizations, and other investment advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles

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