Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastasia? Claim Your ProfileAnastasia Alexandrovna Khokholkova is a financial advisor with over 18 years of experience in the industry. Anastasia has been with Ameriprise Financial Services, LLC since August 2023, and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Anastasia is registered to provide investment advisory services in California. Anastasia holds a Series 66, Series 7, Series 9, and Series 10 licenses. She is also a Registered Representative. Anastasia specializes in providing financial advice to individuals, businesses, trusts, and estates. Anastasia has a strong background in financial planning, portfolio management, and asset allocation. Anastasia also has experience providing educational seminars and working with charitable organizations.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
CA
09/05/2023 - Present
Ameriprise Financial Services, LLC (Monterey CA)
CA
06/29/2012 - 09/28/2023
WELLS FARGO CLEARING SERVICES, LLC (CARMEL CA)
CA
12/01/2006 - 07/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)
NE
01/01/2005 - 02/02/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 08/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/02/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anastasia Khokholkova is the right advisor for you? Invested Better is here to help.
