Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Covington is a financial advisor with Covingtonalsina, located in Annapolis, MD. Ann has been in the financial services industry since 2003, and has a wide range of experience in the field. Ann is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. Ann provides a variety of services to individuals and families including financial planning, investment management, and insurance. Ann is dedicated to helping clients achieve their financial goals. Covingtonalsina offers a variety of services to their clients, including financial planning, investment management, and insurance. Covingtonalsina has a strong commitment to providing personalized service to their clients. Ann is committed to providing high-quality service and advice to her clients, and is dedicated to building long-term relationships.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Ongoing financial coaching
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.
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MD
06/26/2023 - Present
Covingtonalsina (ANNAPOLIS MD)
MD
07/16/2012 - 07/19/2022
LPL FINANCIAL LLC (ANNAPOLIS MD)
MD
08/18/2005 - 07/20/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (ANNAPOLIS MD)
GA
12/12/2003 - 07/21/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 07/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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