Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Kinsella is a financial advisor who has been working in the industry since 2007. Anna is currently registered with TCW Investment Management Co. LLC and is licensed to provide investment advice in California and Florida. Anna previously worked at a number of other firms including Ceros Financial Services, Inc., Oppenheimer & Co. Inc., ICMA-RC Services, LLC, Morgan Stanley, Nuveen Securities, LLC, Incapital LLC, LPL Financial LLC, Calamos Financial Services LLC, USF Securities, L.P., TD Waterhouse Investor Services, Inc., and Morgan Stanley DW Inc. Anna holds the Series 7, Series 63, and Series 65 licenses and the SIE designation. Anna specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for wrap fee programs
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/05/2024 - Present
TCW Investment Management Co. LLC (LOS ANGELES CA)
MD
02/24/2021 - 02/20/2024
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
FL
07/30/2018 - 11/06/2020
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
MO
08/23/2017 - 06/15/2018
ICMA-RC SERVICES, LLC (Eureka MO)
MO
07/14/2016 - 12/07/2016
MORGAN STANLEY (CHESTERFIELD MO)
IL
05/02/2016 - 07/06/2016
NUVEEN SECURITIES, LLC (CHICAGO IL)
FL
10/01/2015 - 05/04/2016
INCAPITAL LLC (DELRAY BEACH FL)
CA
05/05/2011 - 09/21/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
IL
05/07/2007 - 03/29/2011
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
05/10/2006 - 05/04/2007
USF SECURITIES, L.P. (CHICAGO IL)
NE
03/09/2005 - 06/27/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
10/12/2004 - 02/16/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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