Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Kastrilevich is an investment advisor representative with Fiduciary Trust International, LLC. Anna is registered with the state of Massachusetts, and New York. Anna has been in the industry since February 2015 and has a Series 65 license. Anna specializes in providing financial planning, selection of other advisers, and portfolio management services. Fiduciary Trust International, LLC is an investment firm that manages approximately 6.3 billion dollars in assets.
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.
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.
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2
NY
02/23/2021 - Present
Fiduciary Trust International, LLC (New York NY)
IA
Issued 12/23/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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