Unclaimed
June Ann Popio is a financial advisor with over 25 years of experience in the financial industry. June has a broad background in the industry, having worked at firms such as Mid Atlantic Capital Corporation and Concord Financial Group, Inc. Currently, June is associated with Newedge Securities, Inc. June holds the Series 7, 63, 79TO, 99TO, and SIE licenses.
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
IL
12/01/2016 - Present
Newedge Securities, Inc. (HIGHLAND PARK IL)
PA
09/28/2000 - 01/26/2015
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
PA
05/10/1996 - 11/08/1999
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
ME
01/04/1996 - 05/24/1996
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
NA
04/11/1996 - 05/03/1996
MID ATLANTIC CAPITAL CORPORATION
MD
02/06/1995 - 12/31/1995
CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)
CA
04/20/1994 - 12/09/1994
MONTANO SECURITIES CORPORATION (ORANGE CA)
BC
Issued 06/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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