Anne-marie Wojcik, financial advisor Yardley PA
93 score

Anne-marie Wojcik

CRD Number: 4605948
Current Firm: Wells Fargo Advisors, LLC

Anne-marie Wojcik (CRD# 4605948) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Yardley, PA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Yardley, PA Apr 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mt. Laurel, NJ Mar 2014 - Mar 2016 2
Wells Fargo Advisors LLC Yardley, PA May 2009 - Mar 2014 4
Hope Lutheran Church Levittown, PA Jun 2004 - Jan 2010 5
Wachovia Securities, LLC Marlton, NJ Jan 2008 - May 2009 1
A.g. Edwards Marlton, NJ May 2000 - Jan 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2006
Contact Info for Anne-marie Wojcik
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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