Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Christina Durham is an investment advisor representative at Ameriprise Financial Services, LLC in Reston, Virginia. Ann has been in the financial services industry since 1991. Ann has experience with PNC INVESTMENTS and KEY INVESTMENT SERVICES LLC in addition to her current role with Ameriprise Financial Services, LLC. Ann is registered with the state of Virginia as an investment advisor representative. Ann is also registered with FINRA as a registered representative. Ann has Series 63, 65, and 7 licenses as well as the SIE exam. Ann specializes in working with corporations, charitable organizations, high-net-worth individuals, trusts and estates, and pension and profit-sharing plans. Ann is also able to provide financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
VA
12/06/2021 - Present
Ameriprise Financial Services, LLC (RESTON VA)
VA
03/03/2015 - 03/18/2021
PNC INVESTMENTS (VIENNA VA)
WA
10/23/2008 - 08/19/2013
KEY INVESTMENT SERVICES LLC (SEATTLE WA)
WA
04/30/1991 - 10/21/2008
WAMU INVESTMENTS, INC. (SEATTLE WA)
MA
02/22/1990 - 02/06/1991
JMC FINANCIAL CORPORATION (BOSTON MA)
NA
06/22/1988 - 12/21/1989
PACIFIC FIRST SECURITIES, LTD.
IA
Issued 10/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ann Durham is the right advisor for you? Invested Better is here to help.
