Unclaimed
Anna Arribas is a financial professional with over 6 years of experience in the financial services industry. Anna is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked with PRUCO SECURITIES, LLC.. Anna specializes in investment advisory services and portfolio management for individuals and businesses. She is a licensed securities professional and holds several industry licenses including Series 7, Series 6, Series 63, and Series 24. Anna is dedicated 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
02/16/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
12/22/2016 - 01/13/2021
PRUCO SECURITIES, LLC. (Jacksonville FL)
BC
Issued 08/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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