Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Churchill Ripley Lewis is a financial advisor with over 6 years of experience in the industry. Anna is currently registered with BDT & MSD Partners, LLC and is licensed in all 50 states. Prior to joining BDT & MSD Partners, LLC, Anna worked at ATLAS TECHNOLOGY GROUP LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Anna holds the Series 66, SIE, and Series 7 licenses.
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.
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.
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CA
12/01/2020 - Present
BDT & MSD Partners, LLC (Santa Monica CA)
CA
06/13/2018 - 11/03/2020
ATLAS TECHNOLOGY GROUP LLC (PALO ALTO CA)
CA
07/14/2014 - 09/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BOTH
Issued 09/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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