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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 Winslow is a financial advisor with Arbor Point Advisors, based in Rockville, MD. Anna has been in the financial industry since 1999 and holds Series 6, 7, and 63 licenses along with the SIE exam. Anna is also a Certified Financial Planner. Anna has prior experience with Securities America, Inc. and Securities Service Network. Anna also provides tax preparation and planning services and small business accounting services through her own business. Anna's expertise includes financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
1
2
MD
09/03/2021 - Present
Arbor Point Advisors (ROCKVILLE MD)
MD
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (ROCKVILLE MD)
MD
01/07/2010 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (ROCKVILLE MD)
MD
11/09/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (ROCKVILLE MD)
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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