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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anaydi? Claim Your ProfileAnaydi Kashuba is a financial advisor associated with Fidelity Personal and Workplace Advisors. Anaydi has been working in the financial industry since March 11, 2013. Anaydi is registered with the Securities and Exchange Commission (SEC) and the state of Texas. Anaydi has a Series 6, 7TO, and 66 license. Anaydi is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7TO and 66 license. Anaydi holds a Series 63 license. Anaydi has worked at several firms, including Citigroup Global Markets Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Anaydi provides financial planning services, educational seminars, selection of other advisors, and 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.
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.
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
IL
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (NAPERVILLE IL)
IL
10/07/2019 - 05/10/2021
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
04/07/2016 - 09/17/2019
J.P. MORGAN SECURITIES LLC (WINNETKA IL)
IL
02/27/2014 - 03/22/2016
CITIGROUP GLOBAL MARKETS INC. (SKOKIE IL)
IL
10/01/2012 - 11/14/2013
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 11/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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