Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Elizabeth Samuel is a financial advisor with over 15 years of experience in the industry. Anne has worked at several reputable firms, including Ferris, Baker Watts Incorporated, Janney Montgomery Scott LLC, Friedman, Billings, Ramsey & Co., Inc., FBR Capital Markets & Co., and currently at J.P. Morgan Securities LLC. Anne specializes in providing financial advice to individuals, businesses, and institutions. Her areas of expertise include portfolio management, financial planning, and pension consulting. Anne has a strong understanding of the financial markets and a commitment to providing her clients with personalized, high-quality service.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/11/2011 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/16/2008 - 08/12/2011
FBR CAPITAL MARKETS & CO. (NEW YORK NY)
NY
10/31/2007 - 07/16/2008
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (NEW YORK NY)
NY
01/11/2007 - 10/30/2007
SUNTRUST ROBINSON HUMPHREY, INC. (NEW YORK NY)
NY
10/09/2006 - 12/12/2006
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
VA
01/27/2006 - 09/15/2006
FERRIS, BAKER WATTS INCORPORATED (MCLEAN VA)
BC
Issued 05/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/06/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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