Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Marie Costigan is a financial advisor registered with LPL Financial LLC, with over 35 years of experience in the financial services industry. Ann has held various roles in the industry, working with multiple firms before joining LPL Financial LLC. Ann is registered with the state of New York as a Registered Representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (HEMPSTEAD NY)
NY
04/23/2018 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (ROCKVILLE CENTRE NY)
NY
01/03/2005 - 05/16/2011
CAPITAL ONE INVESTMENT SERVICES LLC (GARDEN CITY NY)
NY
01/02/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
CA
12/06/2002 - 01/02/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
08/24/1990 - 02/07/2001
FUJI SECURITIES INC. (NEW YORK NY)
NA
07/25/1987 - 07/03/1990
WESTPAC POLLOCK GOVERNMENT SECURITIES INC.
NA
05/06/1985 - 10/31/1988
WESTPAC POLLOCK & CO. INC.
NA
02/21/1985 - 06/07/1985
KENNEY & BRANISEL MUNICIPALS, INC.
IA
Issued 04/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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