Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Kelligrew Stclair is a financial advisor with U.S. Bancorp Investments, Inc., a firm that manages over $15 billion in assets. Anne has been in the financial industry since 2001 and has experience with a wide range of financial products and services. She holds a Series 7 and Series 66 licenses. Anne has worked with various financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., BANC OF AMERICA SECURITIES LLC, Wells Fargo Advisors, LLC, and M&T SECURITIES, INC. Anne offers a variety of financial services, including financial planning, portfolio management, and publication of periodicals.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
PA
05/10/2023 - Present
U.s. Bancorp Investments, Inc. (West Chester PA)
DE
05/05/2016 - 06/09/2021
M&T SECURITIES, INC. (Wilmington DE)
NJ
07/15/2013 - 02/04/2016
WELLS FARGO ADVISORS, LLC (SUMMIT NJ)
NJ
10/23/2009 - 07/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
01/07/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FLORHAM PARK NJ)
NY
04/03/2003 - 01/04/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
09/04/2001 - 04/02/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/30/2000 - 09/21/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
06/09/1998 - 06/29/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
08/08/1997 - 06/16/1998
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 10/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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