Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Igorevna Kayeva is a financial advisor at Fidelity Personal and Workplace Advisors, located in Holland, PA. Anna has been in the financial services industry since 2019 and is registered with both FINRA and the SEC. Anna has passed the Series 63, 66, and 65 exams and holds licenses in multiple states. Anna has experience with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Anna also provides financial planning and portfolio management services. Anna is passionate about helping her clients achieve their financial goals and providing them with the best possible experience.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/26/2024 - Present
Fidelity Personal AND Workplace Advisors (HOLLAND PA)
NJ
07/02/2019 - 05/06/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
IA
Issued 04/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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