Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne M. Driscoll is a financial advisor with American Portfolios Financial Services, Inc. in Clifton Park, NY. Anne has been in the financial services industry since 1986 and has a Series 7 and Series 63 license. Anne is also a Registered Representative with FINRA. Anne previously worked with Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Key Investments 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.
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.
1
2
NY
04/05/2022 - Present
American Portfolios Financial Services, Inc. (Clifton Park NY)
NY
07/07/2008 - 10/28/2021
WELLS FARGO CLEARING SERVICES, LLC (ALBANY NY)
NY
10/09/1995 - 06/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)
OH
10/08/1993 - 09/18/1995
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
11/05/1985 - 10/06/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anne Driscoll is the right advisor for you? Invested Better is here to help.
