Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Elizabeth Croop is a financial advisor with over 20 years of experience in the financial services industry. Ann is currently a registered representative with D.A. Davidson & Co., and has previously held positions with MML Investors Services, LLC, Ameriprise Financial Services, LLC, Investment Professionals, Inc., SWS Financial Services, Inc., Southwest Securities, Inc., Salomon Smith Barney Inc., and Janney Montgomery Scott LLC. Ann is licensed to offer financial services in Montana and Pennsylvania. Ann is a dedicated financial advisor who strives to build long-term relationships with her clients to help them achieve their financial goals.
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.
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.
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2
MT
08/15/2023 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
PA
07/26/2023 - 08/07/2023
MML INVESTORS SERVICES, LLC (CENTER VALLEY PA)
PA
09/01/2018 - 02/24/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Bethlehem PA)
PA
06/29/2012 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (BETHLEHEM PA)
PA
08/01/2008 - 07/23/2012
SWS FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
07/30/2008 - 08/05/2008
SOUTHWEST SECURITIES, INC. (BETHLEHEM PA)
PA
07/24/2008 - 07/30/2008
SWS FINANCIAL SERVICES (BETHELHEM PA)
NY
09/03/1999 - 05/16/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
PA
06/27/1996 - 12/02/1999
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BC
Issued 11/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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