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Contact John Kane at
216.825.4000 to discuss which
type of account or investment you would like to set up or convert to a Separately Managed
Account.
If the account is currently held at our broker dealer, Ancora
Securities, give John Kane that account number. Typically those
accounts will begin with a "6J2" number. Or if you will
be transferring assets from another broker dealer or bank, let
John
know what type of account it is (Standard Brokerage, IRA, ROTH,
Pension, Trust, Corporate, etc.). and where that investment
currently is held. The cover page from a current account
statement would be an excellent way to communicate this
information.
Fax or mail this statement to us at:
John Kane
c/o
Ancora Advisors
2000 Auburn Drive,
Suite 300, Cleveland,
Ohio
44122.
Private Fax
216-825-4001
Once John knows which
type of account you currently have,
he will ask you a few questions, complete the required
paperwork, and send the
conversion kit to your home for your
signature.
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