Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Marie Jeffrey is an investment advisor representative at D.a. Davidson & Co. Anita has been in the industry for over 20 years. Anita has experience with various clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans. She offers a variety of advisory services, including financial planning, pension consulting, and portfolio management. Anita is licensed in Arkansas, California, and Massachusetts. She is registered as a Registered Representative with FINRA. Anita holds Series 66, 7, 9, and 10 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
WA
07/23/2019 - Present
D.a. Davidson & Co. (SEATTLE WA)
CA
08/31/2007 - 05/22/2014
UBS FINANCIAL SERVICES INC. (SANTA BARBARA CA)
CA
09/13/2002 - 08/22/2007
CHARLES SCHWAB & CO., INC. (OXNARD CA)
BOTH
Issued 10/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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