Unclaimed
Anita Woo is a financial professional with Intrepid Investment Bankers LLC. Anita is a Series 99TO and SIE exam holder. She has been in the industry since 2021. Anita has a previous employment with UnionBanc Investment Services, LLC. Anita is registered with FINRA.
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.
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.
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2
CA
11/29/2021 - Present
Intrepid Investment Bankers LLC (LOS ANGELES CA)
CA
11/29/2021 - 11/30/2022
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
BC
Issued 11/29/2021
Series 99TO - Operations Professional Examination
BC
Issued 07/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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