Ann KaufholdCRD Number: 2152179
Current Firm: M&t Securities, Inc.
Ann Kaufhold (CRD# 2152179) is an Investment Advisor Representative working at M&t Securities, Inc. in Villanova, PA and has over 8 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Santander Securities, LLC||Dorchester, MA||Jan 2020 - Current||1|
|Santander Bank, Na||Boston, MA||Jan 2020 - Current||1|
|Unemployed||Gulph Mills, PA||Aug 2019 - Jan 2020||< 1|
|M & T Bank||Paoli, PA||Aug 2016 - Aug 2019||3|
|M&t Securities, Inc.||Paoli, PA||Aug 2016 - Aug 2019||3|
|Unemployed||Gulph Mills, PA||Dec 2014 - Jul 2016||1|
|Bluerock Capital Markets LLC||Newport Beach, CA||Apr 2014 - Dec 2014||< 1|
|Lincln Financial Dist||Radnor, PA||Jul 2012 - Mar 2014||1|
|Ymca Of Greater Philadelphia||Ardmore, PA||Jul 2001 - May 2013||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
AZ, CA, CT, DC, DE, FL, GA, MA, MD, NC, NJ, NY, OH, OR, SC, TN, TX, VA, VT, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.