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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Bristol is a financial advisor registered with Equitable Advisors, LLC. Anna is a Registered Representative of and offers securities and investment advisory services through Equitable Advisors, LLC, member FINRA/SIPC (Equitable Financial Advisors, LLC in some states). She is located in Syracuse, New York. Anna has been in the financial services industry since 2017. She holds Series 6, 7TO, 63 and 66 securities licenses and offers financial planning services, portfolio management for individuals and businesses, and pension consulting. Anna also provides educational seminars.
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.
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2
NY
04/08/2024 - Present
Equitable Advisors, LLC (SYRACUSE NY)
BOTH
Issued 12/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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