Unclaimed
Ann Marie Allman has over 17 years of experience in the financial services industry. Ann is a registered representative with John Hancock Distributors LLC and has held previous positions with Transamerica Investors Securities Corporation and Sungard Institutional Brokerage Inc. Ann's areas of expertise include securities, investments, and financial planning. Ann is licensed in several states including Illinois, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, and Wisconsin.
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.
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.
1
2
MA
06/29/2016 - Present
John Hancock Distributors LLC (BOSTON MA)
IL
09/12/2007 - 05/02/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CHICAGO IL)
IL
03/24/2005 - 08/17/2007
SUNGARD INSTITUTIONAL BROKERAGE INC. (GENEVA IL)
BC
Issued 05/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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