Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Chu is a financial professional with over 20 years of experience in the financial services industry. She is currently registered as an Investment Advisor Representative with Eagle Strategies LLC. Previously, Anna Chu held positions at Metlife Securities Inc., AXA Advisors, LLC, Prudential Securities Incorporated, CIBC World Markets Corp., ING BARING (U.S.) SECURITIES, INC., GECC Capital Markets Group, Inc., and Chase Securities, Inc. Anna Chu has a wide range of experience and holds multiple licenses and designations. She is committed to providing her clients with personalized financial advice and guidance.
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.
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
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
05/05/2014 - 05/12/2015
METLIFE SECURITIES INC. (NEW YORK NY)
NY
09/25/2009 - 01/22/2014
METLIFE SECURITIES INC. (NEW YORK NY)
NY
04/03/2009 - 10/01/2009
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/28/2000 - 04/04/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/14/1998 - 11/27/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/03/1997 - 02/10/1998
ING BARING (U.S.) SECURITIES, INC. (NEW YORK NY)
CT
11/12/1993 - 04/13/1995
GECC CAPITAL MARKETS GROUP, INC. (NORWALK CT)
MD
05/16/1990 - 07/19/1993
CHASE SECURITIES, INC. (NEW YORK MD)
NA
04/18/1989 - 03/19/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 4/27/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 2/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/2/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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