Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Louise Greene is a financial professional with over 35 years of experience in the industry. Currently, Ann is a Registered Representative and Principal with Oppenheimer & Co. Inc. Ann has held previous positions with a number of other financial firms, including Newbridge Securities Corporation, Indianapolis Securities, Inc., Whale Securities Co., L.P., Laidlaw Equities, Inc., JW Charles Securities, Inc., and Raymond James & Associates, Inc. Ann holds a number of industry licenses, including the Series 3, 4, 7, 9, 10, 24, 27, 63, 99TO, and SIE. Ann is also registered as a broker-dealer in Georgia and New York. Ann specializes in providing financial advice to individuals, businesses, and investment companies.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
08/12/2004 - Present
Oppenheimer & Co. Inc. (ATLANTA GA)
FL
01/16/2004 - 06/16/2004
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
NY
01/02/1998 - 09/02/2003
INDIANAPOLIS SECURITIES, INC. (VALLEY STREAM NY)
NY
11/06/1995 - 01/01/1998
WHALE SECURITIES CO., L.P. (NEW YORK NY)
NY
12/02/1992 - 11/07/1995
LAIDLAW EQUITIES, INC. (NEW YORK NY)
FL
05/18/1987 - 12/08/1992
JW CHARLES SECURITIES, INC. (BOCA RATON FL)
NA
01/21/1987 - 05/27/1987
RAYMOND JAMES & ASSOCIATES, INC.
BC
Issued 05/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/17/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/16/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2007
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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