Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna J Rojas is a financial advisor with over 15 years of experience in the industry. Anna has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Anna is currently registered with First Horizon Advisors, Inc. and has previously held positions at Morgan Stanley, JHS Capital Advisors, LLC, RBC Capital Markets, LLC, and J. B. Hanauer & Co. Anna is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
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2
FL
04/26/2022 - Present
First Horizon Advisors, Inc. (Fort Lauderdale FL)
FL
05/08/2013 - 03/28/2022
MORGAN STANLEY (Plantation FL)
FL
04/16/2012 - 05/08/2013
JHS CAPITAL ADVISORS, LLC (MIAMI FL)
FL
10/09/2009 - 11/01/2011
RBC CAPITAL MARKETS, LLC (PLANTATION FL)
FL
04/05/2007 - 10/09/2009
J. B. HANAUER & CO. (PLANTATION FL)
BOTH
Issued 05/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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