Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Azcona Ewin is a financial advisor with over 30 years of experience in the financial services industry. Ann has been registered with LPL Financial LLC since 2006. Ann previously worked at Hibernia Investments, L.L.C., Howard, Weil, Labouisse, Friedrichs Inc., PW Securities, Inc., Cowen & Co., and A. G. Edwards & Sons, Inc. Ann is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 63, Series 7, and Series 24 license. Ann provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Ann is also licensed to sell non-variable insurance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
09/17/2020 - Present
LPL Financial LLC (METAIRIE LA)
LA
03/13/1990 - 02/09/2006
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
LA
06/13/1986 - 05/23/1989
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC. (NEW ORLEANS LA)
NA
02/26/1985 - 09/09/1985
PW SECURITIES, INC.
NA
09/28/1982 - 03/21/1983
COWEN & CO.
NA
01/19/1980 - 10/05/1981
A. G. EDWARDS & SONS, INC.
BC
Issued 10/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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