Ann Kelly Adams

Current Employers

Employment History

• 05/2014 → 06/2023
  Valic Financial Advisors, Inc.
  Orlando, FL
• 12/2022 → 06/2023
  Agia
  Houston, TX
• 06/2023 → Present
  Morgan Stanley Smith Barney Llc
  Orlando, FL
• 06/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-05-28 → 2023-06-29
  Valic Financial Advisors, Inc.
  Orlando, FL
  Melbourne, FL
  Orlando, FL
• 2009-08-25 → 2014-05-15
  Signator Financial Services, Inc.
  Tallahassee, FL
  Orlando, FL
• 2008-12-24 → 2009-04-27
  Woodbury Financial Services, Inc.
  Orlando, FL
• 2006-08-15 → 2008-06-03
  Kestra Investment Services, Llc
  Orlando, FL
  Longwood, FL

Other Businesses

*600430 - Orange County Toastmasters Club; Investment related: No; Orlando, Florida; Civic/Religious/Community; Officer (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 4; After business hours: 0; President Role to open and close weekly meetings for public speaking club

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-11
• S63 Uniform Securities Agent State Law Examination
  2000-08-22

Designations

Other Names

• Ann Catherine Pallante
• Ann Catherine Kelly
• Ann Catherine Pallante
• Ann Catherine Kelly-Naidenoff
• Ann Catherine Kelly
• Ann Kelly Pallante
• Ann Naidenoff
• Ann Kelly Naidenoff
• Ann Kelly
• Ann C Kelly
• Ann Kelly Adams
• Ann Kelly Adams