Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Haskin is a registered representative of Stifel, Nicolaus & Company, Inc. Anna has been in the securities industry since 2017 and has a total of 49 active registrations, 2 active IA registrations and 6 SRO registrations. Anna has passed 3 securities exams including the Series 66. Anna has experience with clients such as individuals, high-net-worth individuals, corporations, investment clubs, charitable organizations, insurance companies, banking or thrift institutions, pension plans, and pooled investment vehicles. Anna can provide financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Anna also volunteers with House of Hope Haiti and works at Benny’s Beans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
05/02/2019 - Present
Stifel, Nicolaus & Company, Inc. (WEST DES MOINES IA)
IA
05/09/2017 - 04/08/2019
RAYMOND JAMES & ASSOCIATES, INC. (CLIVE IA)
BOTH
Issued 07/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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