Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Demarcus is a financial advisor at Wells Fargo Clearing Services, LLC, located in San Jose, CA. Anna is licensed in 44 states and has over 16 years of experience in the financial industry. Anna specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals. Anna has a strong understanding of the financial markets and is committed to helping her clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/20/2023 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
04/20/2018 - 11/10/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
04/14/2016 - 03/26/2018
MORGAN STANLEY (PALO ALTO CA)
CA
06/01/2009 - 11/05/2015
MORGAN STANLEY (CUPERTINO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN JOSE CA)
CA
02/28/2007 - 04/02/2007
MORGAN STANLEY DW INC. (SAN JOSE CA)
BOTH
Issued 05/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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