Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Detlefs is a registered representative with GWN Securities Inc., located in Jacksonville, FL. Ann has been in the financial industry since August 1999 and has experience working with a wide range of clients including high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth. Ann offers a variety of advisory services, including financial planning, portfolio management, and market timing 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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
07/01/2004 - Present
GWN Securities Inc. (JACKSONVILLE FL)
CT
08/24/1999 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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