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 Newcamp is a financial professional with experience in the industry since 2003. Ann is currently registered with Janney Montgomery Scott LLC and has been working with the firm since 2021. Previously, Ann was affiliated with Federated Securities Corp. in Pittsburgh, PA. Ann holds Series 6, 7, 65 and 66 licenses, and is registered in Pennsylvania. Ann works with individual investors, businesses, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Ann specializes in providing financial planning, investment management, portfolio management for businesses and individuals, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/01/2022 - Present
Janney Montgomery Scott LLC (PITTSBURGH PA)
PA
12/08/2003 - 06/22/2007
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 08/01/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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