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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Lonergan is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Ann has been in the industry since February 3, 2001 and holds the Series 63, 66, 7, 9 and 10 licenses, as well as the SIE exam. Ann specializes in providing financial planning, educational seminars, and selection of other advisors. Ann Lonergan has been registered with Charles Schwab & Co., Inc., Vanguard Marketing Corporation and Fidelity Personal And Workplace Advisors. Ann currently works with individuals other than high-net-worth individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
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
AZ
11/30/2021 - Present
Fidelity Personal AND Workplace Advisors (PHOENIX AZ)
AZ
11/11/2015 - 08/02/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
08/11/2000 - 07/20/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 11/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/09/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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