Unclaimed
Ann Ziniti is a financial advisor with over 25 years of experience in the industry. Ann is a registered representative with American Portfolios Financial Services, Inc. in Westbury, NY. Ann is licensed to conduct business in 30 states. Ann has passed numerous securities examinations and is qualified to advise on a variety of financial products and services.
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
NY
05/31/2002 - Present
American Portfolios Financial Services, Inc. (Westbury NY)
NY
06/09/1995 - 06/21/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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