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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 Young Newsom-justis is a financial advisor with over 30 years of experience in the financial services industry. Ann is currently registered with Wells Fargo Clearing Services, LLC and has been registered with the firm since November of 2016. Ann also has prior experience with other firms including Infinex Investments, Inc., BI Investments, LLC, Wachovia Securities, LLC, and First Union Capital Markets Corp. Ann is licensed to provide investment advice in 36 states and holds Series 7, 63 and SIE licenses. Ann primarily specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for both individuals and businesses. Ann's primary branch office is located in Virginia Beach, VA but Ann is also associated with the firm's offices in Accomac, VA and Parksley, VA.
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.
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.
Investment consulting services to institutional clients
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
VA
09/12/2008 - Present
Wells Fargo Clearing Services, LLC (VIRGINIA BEACH VA)
VA
06/01/2008 - 09/15/2008
INFINEX INVESTMENTS, INC. (ACCOMAC VA)
VA
06/20/2005 - 06/01/2008
BI INVESTMENTS, LLC (ACCOMAC VA)
MO
10/01/1999 - 06/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/20/1990 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 04/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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