Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Francesca Burns is a financial advisor at Morgan Stanley. Anna has been in the financial industry since 2008. Anna is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the securities industry for over 15 years. Anna holds the Series 3, 7, 9, 10, 31, 63 and 66 licenses. Anna is also registered as an investment advisor representative in several states including New York, Connecticut, North Carolina and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
01/29/2010 - Present
Morgan Stanley (PURCHASE NY)
CT
01/15/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (STAMFORD CT)
BOTH
Issued 03/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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