Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne McCarver is a financial advisor with over 40 years of experience in the industry. Anne has held several positions at various firms including Citigroup Global Markets Inc., Prudential Securities Incorporated, A. G. Edwards & Sons, Inc., and Wells Fargo Clearing Services, LLC. Anne is currently registered with Benjamin F. Edwards & Company, Inc. and has passed the Series 3, 7, 9, 10, 24, 63, and 65 exams.
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.
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
FL
06/03/2024 - Present
Benjamin F. Edwards & Company, Inc. (The Villages FL)
RI
01/01/2008 - 05/31/2024
WELLS FARGO CLEARING SERVICES, LLC (NEWPORT RI)
RI
10/08/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MIDDLETOWN RI)
NY
08/02/1993 - 10/10/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/11/1982 - 08/02/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/26/1979 - 02/12/1982
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IA
Issued 11/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1983
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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