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AK

Ann F. Keitner

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CRD#: 4019686
AK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ann Freeman Keitner, who also goes by Ann Mullin Freeman, was a registered financial professional .

Ann is a previously registered financial professional and started their career in finance in 1999. Ann had worked at 5 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ann Mullin Freeman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 26, 2011 - January 8, 2013

HERMES FUND DISTRIBUTORS LLC

BD
CRD#: 155655
BOSTON, MA
Past

July 2, 2007 - October 23, 2009

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
BOSTON, MA
Past

December 13, 2005 - July 2, 2007

MELLON FUNDS DISTRIBUTOR, L.P.

BD
CRD#: 39414
BOSTON, MA
Past

January 14, 2005 - December 31, 2005

MBSC, LLC

BD
CRD#: 42430
NEW YORK, NY
Past

October 28, 1999 - June 1, 2004

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/10/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HF
HERMES FUND DISTRIBUTORS LLC
HERMES FUND DISTRIBUTORS LLC

CRD#: 155655 / SEC#: , 8-68733

BD
Terminated by SEC on 06/29/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 09/03/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HERMES FUND MANAGERS (NORTH AMERICA) GP, INC.GENERAL PARTNER
DORFMAN FOSTER, ESTEEFINOP2696529
TICKLE, HEIDI ANGELIQUECCO2802673

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HERMES FUND DISTRIBUTORS LLC

CRD#: 155655

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