Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Volk is a financial advisor who has been in the industry since 2023. Anne is registered with the states of Pennsylvania and New Jersey and with Vicus Capital, Inc.. Anne holds the Series 7, 63, and 65 licenses, and the SIE certification. Anne’s firm, Vicus Capital, Inc., is a Registered Investment Advisor headquartered in State College, Pennsylvania. Vicus Capital, Inc. provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Anne provides investment advice and financial planning services to individuals, families, and businesses. Anne’s approach to financial planning is to help clients understand their financial goals and develop a plan to achieve them.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
06/01/2023 - Present
Vicus Capital, Inc. (Bethlehem PA)
BC
Issued 04/17/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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