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 in Tampa, Florida. Anita has over 17 years of experience in the financial services industry. Anita holds Series 7, 31, and 66 securities licenses and is registered with the state of Florida as an investment advisor representative. Anita provides a range of services to her clients, including financial planning, portfolio management, and insurance. Anita is committed to providing her clients with personalized financial advice and guidance to help 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.
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.
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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 6/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 9/9/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 8/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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