Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Ripepi is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Anita has been in the industry since 2001 and has a strong track record of helping clients reach their financial goals. Anita holds several licenses and registrations, including Series 6, 7, 26, 63, and 66. She is also registered in all 50 states. Anita specializes in providing financial advice to individuals, businesses, and institutions. Her areas of expertise include retirement planning, investment management, and estate planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
07/27/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Boston MA)
MA
01/01/2008 - 02/20/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
11/23/2005 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
CO
07/14/2003 - 02/02/2004
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
06/24/1999 - 06/07/2000
STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)
CO
11/29/1996 - 07/15/1997
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
08/03/1994 - 11/29/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
CO
12/23/1992 - 06/27/1994
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 12/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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