Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Goodrich Hagan is a financial advisor with SPC. Anne has been working in the financial services industry since 1995. Anne holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Anne's professional designations include Certified Financial Planner. Prior to joining SPC, Anne worked at Morgan Keegan & Company, Inc., Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Scott & Stringfellow, Inc.
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.
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.
Consultation services
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.
Seminar attendance fees
1
2
FL
12/08/2009 - Present
SPC (NAPLES FL)
FL
01/12/2007 - 11/18/2009
MORGAN KEEGAN & COMPANY, INC. (NAPLES FL)
NC
02/21/2006 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (RALEIGH NC)
MD
10/25/1996 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
VA
04/03/1996 - 06/07/1996
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
11/15/1994 - 02/22/1996
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 12/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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