Anne
Ballantini-Poeppe
Fsc Securities Corporation
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About this Advisor
Anne Ballantini-Poeppe is a financial advisor based in Clive, Iowa, who has 8 years of relevant experience. Ballantini-Poeppe is on the advisory team at Fsc Securities Corporation. Throughout their career, they have worked at Stonebridge Financial Advisors, Insurance Agent, Carol Tetmeyer'S Dance Studio, Dance Vision, Pagliai'S Pizza and Fsc Securities Corporation. Ballantini-Poeppe holds Series 66 and Series 63 licenses, qualifying them as a securities representative, and is registered to work in California, Florida, Iowa and Minnesota. Fsc Securities Corporation is a registered investment firm headquartered in Atlanta, GA. The firm has offices in 334 locations and a total of 2,174 advisors. It oversees $12 billion in assets between its 52,792 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 94 charitable organizations. Of its 52,792 client accounts, just 14% are held by high-net-worth investors who have more than $1 million in investable assets. Fsc Securities Corporation performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on the type of financial services provided. However, fees billed by Fsc Securities Corporation most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fsc Securities Corporation Brokerage Details
$11,745,651,239
2,174
52,792
$222,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Anne Ballantini-Poeppe Work History
Anne has been registered as a financial advisor for 8 years.*
Insurance Agent
Dance Vision
Stonebridge Financial Advisors
Pagliai'S Pizza
Fsc Securities Corporation
Carol Tetmeyer'S Dance Studio
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anne Ballantini-Poeppe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fsc Securities Corporation
Northampton, MA
Thousand Oaks, CA
Atlanta, GA
Lubbock, TX
Grove City, OH
Milwaukee, WI
Traverse City, MI
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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