Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Andreeva is a financial professional with over 18 years of experience in the industry. Anna has a strong background in investment banking and research, holding a Series 7, 86, 87, SIE and 79TO licenses. Currently, Anna is a registered representative at Piper Sandler & Co. where she has been since June 2024. Before joining Piper Sandler & Co., Anna was a Registered Representative at Needham & Company, LLC. Her experience also includes roles at B. Riley FBR, Inc., Oppenheimer & Co. Inc., FBR Capital Markets & Co., J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and Fulcrum Global Partners LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/12/2024 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
04/09/2021 - 06/04/2024
NEEDHAM & COMPANY, LLC (NEW YORK NY)
NY
09/13/2018 - 06/28/2019
B. RILEY FBR, INC. (NEW YORK NY)
NY
06/07/2013 - 08/03/2018
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
07/21/2011 - 06/06/2013
FBR CAPITAL MARKETS & CO. (NEW YORK NY)
NY
10/01/2008 - 07/27/2011
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/12/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/06/2004 - 08/05/2005
FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)
BC
Issued 05/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/28/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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