Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anahi? Claim Your ProfileAnahi Marcos salvador is a registered representative with Morgan Stanley in San Antonio, Texas. Anahi holds a Series 63 license from the state of Texas, as well as a Series 66 license, allowing Anahi to provide investment advice. Anahi is also a registered investment advisor, providing investment advisory services. Anahi has been in the financial services industry since August 2021 and previously worked for CHARLES SCHWAB & CO., INC. in Westlake, Texas. Anahi focuses on providing financial planning and investment advice to a variety of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
07/04/2024 - Present
Morgan Stanley (San Antonio TX)
TX
08/30/2021 - 07/05/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 02/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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