Unclaimed
Anne Nicole Green is a registered representative with W&S Brokerage Services, Inc. Anne is based in Cary, North Carolina and has been active in the financial services industry since May 10, 2024. Anne holds the Series 63, Series 6TO and SIE licenses. Anne has a firm IAScope of Active and a firm BC Scope of Active.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
05/10/2024 - Present
W&S Brokerage Services, Inc. (Cary NC)
BC
Issued 06/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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