Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Hintz has been in the financial industry since 1994 and is currently registered as a registered representative with Wells Fargo Clearing Services, LLC. Ann has over 28 years of experience in the industry, and her experience includes working for firms such as Stifel, Nicolaus & Company, Incorporated, Sterne, Agee & Leach, Inc., Morgan Keegan & Company, Inc., Raymond James & Associates, Inc., and Paine Webber Incorporated. Ann holds Series 3, 7, and 63 licenses, and she has a strong background in securities and commodities trading. Ann is also a licensed notary, and she is active in the community. Ann's primary focus is on providing financial advice to individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
GA
03/07/2018 - Present
Wells Fargo Clearing Services, LLC (ALPHARETTA GA)
GA
07/07/2015 - 10/24/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ATLANTA GA)
GA
12/02/2008 - 07/07/2015
STERNE, AGEE & LEACH, INC. (ATLANTA GA)
GA
03/23/2001 - 12/02/2008
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
FL
02/01/1999 - 04/10/2001
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
11/21/1994 - 01/29/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 02/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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