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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anissa? Claim Your ProfileAnissa Attard is a financial advisor with Centaurus Financial, Inc. Anissa has been in the industry since April 2001. Anissa has a Series 6, Series 63, and Series 65 licenses and has been registered with FINRA since October 2012. Anissa is also registered as an Investment Advisor Representative in Arizona, California, Hawaii, Michigan, Texas, and Virginia. Anissa works with a variety of clients including high-net-worth individuals, corporations, and individuals. Anissa provides a range of services, including financial planning, portfolio management, pension consulting, educational seminars, and market timing services. Anissa is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
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.
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CA
07/13/2020 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
CA
11/16/2010 - 10/09/2012
J.P. TURNER & COMPANY, L.L.C. (SALINAS CA)
CA
01/31/2007 - 07/15/2010
PFS INVESTMENTS INC. (SALINAS CA)
GA
11/09/2000 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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