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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Kelly Adams is a financial advisor in Orlando, Florida. Ann has been in the industry since 2000 and is registered with Morgan Stanley. Prior to joining Morgan Stanley, Ann was a financial advisor at VALIC Financial Advisors, Inc. Ann is a Certified Financial Planner. Ann holds Series 63, 65, 7, and 62 licenses. Ann also holds the SIE exam. Ann has experience in providing financial advice to individuals, businesses, investment companies, insurance companies, charitable organizations, pension and profit sharing plans, state or municipal government entities and other investment advisors. Ann is a member of the Orange County Toastmasters Club.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/22/2023 - Present
Morgan Stanley (Orlando FL)
FL
05/23/2014 - 06/29/2023
VALIC FINANCIAL ADVISORS, INC. (ORLANDO FL)
FL
08/19/2009 - 05/15/2014
SIGNATOR FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
12/12/2008 - 04/27/2009
WOODBURY FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
05/09/2006 - 06/03/2008
NFP SECURITIES, INC. (ORLANDO FL)
FL
07/19/2000 - 04/12/2006
CNL SECURITIES CORP. (ORLANDO FL)
IA
Issued 08/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2000
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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