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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann margaret? Claim Your ProfileAnn Margaret Donnelly is an investment professional with over 20 years of experience. She is a registered representative with MMA Securities LLC and holds the Series 6, 7, 63 and 65 licenses. Ann Margaret has held previous positions with firms such as RFS PARTNERS, RBC Capital Markets Corporation, RBC Dain Rauscher Inc., UBS Securities LLC, and Oppenheimer & Co., Inc. Ann Margaret is passionate about providing retirement planning services to her clients and is a valuable resource for those looking for guidance in their financial planning. She is dedicated to helping her clients achieve their financial goals.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
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2
MA
05/17/2024 - Present
MMA Securities LLC (Boston MA)
CO
08/31/2018 - 11/01/2021
RFS PARTNERS (Denver CO)
NY
10/29/2004 - 10/14/2005
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
06/12/1998 - 11/02/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
11/01/1996 - 06/04/1998
UBS SECURITIES LLC (NEW YORK NY)
NY
04/16/1996 - 11/01/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
BC
Issued 05/31/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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