Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastasia? Claim Your ProfileAnastasia Holzhauser is a financial advisor with J.P. Morgan Securities LLC. Anastasia has been in the financial services industry since 2008. Anastasia holds Series 7, Series 63, Series 24, and Series 65 licenses and the SIE exam. Anastasia specializes in portfolio management for individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
10/01/2012 - Present
J.p. Morgan Securities LLC (COLUMBUS OH)
TX
07/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
11/11/2010 - 06/07/2012
THRIVENT INVESTMENT MANAGEMENT INC. (SAN ANTONIO TX)
TX
07/14/2010 - 11/10/2010
MORGAN STANLEY SMITH BARNEY (SAN ANTONIO TX)
TX
05/12/2008 - 11/10/2010
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
IA
Issued 04/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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