Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Humphrey is a financial advisor with Steward Partners Investment Advisory, LLC. Anita has been working in the financial industry since 2005. Anita is registered with the state of Florida and is also a Series 66, Series 7, Series 31 and SIE licensed advisor. Previously, Anita worked for UBS Financial Services, Inc. and Raymond James Financial Services, Inc.. Anita has a wide range of experience in providing financial advice to individuals, businesses, and charitable organizations. Anita provides financial planning, portfolio management, pension consulting, selection of other advisors, and financial consulting services. Anita is committed to helping clients 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
FL
07/07/2020 - Present
Steward Partners Investment Advisory, LLC (Tampa FL)
FL
07/01/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
05/02/2011 - 07/09/2020
UBS FINANCIAL SERVICES INC. (CLEARWATER FL)
FL
08/24/2005 - 10/05/2009
UBS FINANCIAL SERVICES INC. (TAMPA FL)
BC
Issued 06/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Anita Humphrey is the right advisor for you? Invested Better is here to help.
