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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Bost is a financial advisor with Heartwood Wealth Advisors, LLC in Richmond, Virginia. Anita has been working in the financial services industry since 1988. Anita holds Series 7, 63, 31, 65, and SIE licenses. Anita specializes in financial planning, portfolio management, and pension consulting. Anita is a Certified Financial Planner.
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.
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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VA
06/07/2019 - Present
Heartwood Wealth Advisors, LLC (RICHMOND VA)
VA
06/04/2019 - 03/30/2021
PURSHE KAPLAN STERLING INVESTMENTS (Richmond VA)
VA
02/22/2013 - 06/05/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)
VA
04/20/1988 - 02/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
IA
Issued 02/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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