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 Sheehan is an investment advisor representative who has been in the industry since 1978. She currently works at Osaic Wealth, Inc. and has been with the firm since June 2024. Prior to joining Osaic Wealth, Inc., Ann Marie Sheehan was employed at Securities America, Inc., Foothill Securities, Inc., Christopher Weil & Company, Inc and Judy & Robinson Securities, Inc. Ann Marie Sheehan is registered to provide investment advice in 13 states.
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.
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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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SAN JOSE CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (SAN JOSE CA)
CA
10/26/1988 - 12/08/2016
FOOTHILL SECURITIES, INC. (SAN JOSE CA)
NA
04/01/1988 - 10/31/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
08/04/1978 - 04/04/1988
JUDY & ROBINSON SECURITIES, INC
NA
07/12/1978 - 09/01/1978
DAVE FRIES AND ASSOCIATES
BC
Issued 06/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1988
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 10/18/1980
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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