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Ann Sack

Kestra Investment Services, LLC

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About Ann Sack

Ann Sack is a financial professional with over 35 years of experience in the securities industry. Ann is registered with Kestra Investment Services, LLC and holds a Series 6, Series 22, Series 63 and SIE licenses. Ann is currently located in Elmsford, NY.

Firm Information

Ann Sack is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Ann Sack’s Registration & Firm History

NY

11/21/2003 - Present

Kestra Investment Services, LLC (Elmsford NY)

MA

01/21/1985 - 11/28/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 05/10/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/18/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ann Sack.
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