Unclaimed
Anna-christina Brockschmidt is an Investment Advisor Representative associated with Pacific Financial Strategies, Inc. Anna-christina has been in the industry since June 2012. Anna-christina is registered with the state of California, Texas and Utah. Anna-christina specializes in portfolio management for individuals and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Hourly/fixed fees for financial planning
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CA
03/29/2022 - Present
Pacific Financial Strategies, Inc. (THOUSAND OAKS CA)
IA
Issued 11/11/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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