Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Judith Shubert is a financial advisor with Equita Financial Network, Inc., who has been in the industry since 2014. Ann is based in Albuquerque, NM and holds the Series 7, Series 66 and SIE licenses. Ann also holds the Certified Financial Planner designation. Prior to joining Equita Financial Network, Inc., Ann worked for Waddell & Reed. Ann provides financial planning, selection of other advisors, and portfolio management services for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NM
06/18/2024 - Present
Equita Financial Network, Inc. (Albuquerque NM)
NM
12/20/2014 - 05/31/2017
WADDELL & REED (ALBUQUERQUE NM)
BOTH
Issued 02/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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