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June Ann Popio

Newedge Securities, Inc.

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About June Ann Popio

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.

Firm Information

June Popio is currently registered with Newedge Securities, Inc.. Newedge Securities, Inc. is a Corporation formed on December 14, 1981. The firm is registered with the SEC and in 53 states. Newedge Securities, Inc. has a history of disclosures including 7 Regulatory Events, 1 Civil Event, and 3 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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June Popio’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for June Ann Popio.
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